SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 735 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $505 | +9.8% | 8,035 | +6.6% | 0.02% | +4.8% |
| Q1 2024 | $460 | +40.2% | 7,534 | +27.9% | 0.02% | +23.5% |
| Q4 2023 | $328 | +65.7% | 5,889 | +48.4% | 0.02% | +54.5% |
| Q3 2023 | $198 | -2.9% | 3,967 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $204 | +7.9% | 3,954 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $189 | +6.2% | 3,940 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $178 | -99.9% | 3,975 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $166,000 | -4.6% | 3,959 | +0.4% | 0.01% | -8.3% |
| Q2 2022 | $174,000 | -17.1% | 3,943 | +0.4% | 0.01% | -7.7% |
| Q1 2022 | $210,000 | -13.2% | 3,929 | +83.7% | 0.01% | -13.3% |
| Q4 2021 | $242,000 | +9.5% | 2,139 | +0.3% | 0.02% | 0.0% |
| Q3 2021 | $221,000 | -5.6% | 2,132 | -5.1% | 0.02% | -6.2% |
| Q2 2021 | $234,000 | +7.8% | 2,246 | +0.3% | 0.02% | +6.7% |
| Q1 2021 | $217,000 | +6.9% | 2,240 | +0.3% | 0.02% | -16.7% |
| Q4 2020 | $203,000 | +14.7% | 2,234 | +0.4% | 0.02% | +5.9% |
| Q3 2020 | $177,000 | +9.3% | 2,225 | +1.0% | 0.02% | 0.0% |
| Q2 2020 | $162,000 | +21.8% | 2,204 | +0.5% | 0.02% | +6.2% |
| Q1 2020 | $133,000 | -36.1% | 2,192 | -18.8% | 0.02% | -23.8% |
| Q4 2019 | $208,000 | +17.5% | 2,700 | +7.8% | 0.02% | +10.5% |
| Q3 2019 | $177,000 | +7.3% | 2,504 | +7.1% | 0.02% | +5.6% |
| Q2 2019 | $165,000 | +28.9% | 2,337 | +24.2% | 0.02% | +20.0% |
| Q1 2019 | $128,000 | +6300.0% | 1,881 | +6617.9% | 0.02% | – |
| Q1 2018 | $2,000 | – | 28 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |