SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $141,000 | +6.8% | 1,549 | -6.7% | 0.02% | -15.4% |
| Q3 2020 | $132,000 | +8.2% | 1,661 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $122,000 | +22.0% | 1,661 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $100,000 | -21.9% | 1,661 | 0.0% | 0.02% | -10.7% |
| Q4 2019 | $128,000 | +8.5% | 1,661 | 0.0% | 0.03% | +12.0% |
| Q3 2019 | $118,000 | +0.9% | 1,661 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $117,000 | +3.5% | 1,661 | 0.0% | 0.02% | -16.7% |
| Q1 2019 | $113,000 | +13.0% | 1,661 | 0.0% | 0.03% | +3.4% |
| Q4 2018 | $100,000 | -14.5% | 1,661 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $117,000 | +6.4% | 1,661 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $110,000 | -0.9% | 1,661 | -4.3% | 0.03% | 0.0% |
| Q1 2018 | $111,000 | -0.9% | 1,736 | 0.0% | 0.03% | +3.4% |
| Q4 2017 | $112,000 | +1.8% | 1,736 | -4.1% | 0.03% | -3.3% |
| Q3 2017 | $110,000 | -39.9% | 1,811 | -42.0% | 0.03% | -42.3% |
| Q2 2017 | $183,000 | +2.8% | 3,123 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $178,000 | – | 3,123 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |