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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $230,000 | +7.5% | 2,882 | -1.0% | 0.10% | +8.7% |
| Q2 2020 | $214,000 | -7.4% | 2,910 | +0.5% | 0.09% | -4.2% |
| Q4 2019 | $231,000 | +9.5% | 2,895 | -2.3% | 0.10% | +5.5% |
| Q3 2019 | $211,000 | +1.4% | 2,964 | +0.5% | 0.09% | -1.1% |
| Q2 2019 | $208,000 | +3.5% | 2,949 | 0.0% | 0.09% | -3.2% |
| Q1 2019 | $201,000 | +14.2% | 2,949 | +0.3% | 0.10% | +6.7% |
| Q4 2018 | $176,000 | -11.1% | 2,941 | +0.3% | 0.09% | -5.3% |
| Q3 2018 | $198,000 | +1.0% | 2,932 | -1.1% | 0.09% | -2.1% |
| Q2 2018 | $196,000 | +4.3% | 2,964 | +0.4% | 0.10% | -1.0% |
| Q1 2018 | $188,000 | -3.1% | 2,951 | -1.6% | 0.10% | -3.0% |
| Q4 2017 | $194,000 | +4.9% | 3,000 | -1.1% | 0.10% | -2.0% |
| Q3 2017 | $185,000 | +3.4% | 3,033 | -1.0% | 0.10% | -10.5% |
| Q2 2017 | $179,000 | +1.7% | 3,064 | -0.4% | 0.11% | -3.4% |
| Q1 2017 | $176,000 | +147.9% | 3,077 | +134.7% | 0.12% | +110.7% |
| Q4 2016 | $71,000 | +4.4% | 1,311 | +0.7% | 0.06% | -1.8% |
| Q3 2016 | $68,000 | +3.0% | 1,302 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $66,000 | +3.1% | 1,302 | +0.5% | 0.06% | -1.7% |
| Q1 2016 | $64,000 | +1.6% | 1,296 | +0.5% | 0.06% | -4.9% |
| Q4 2015 | $63,000 | -76.7% | 1,290 | -77.8% | 0.06% | -77.6% |
| Q3 2015 | $270,000 | -7.2% | 5,817 | +0.5% | 0.27% | -3.2% |
| Q2 2015 | $291,000 | – | 5,788 | – | 0.28% | – |
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% |