SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $150,000 | -5.1% | 3,399 | +14.5% | 0.03% | +7.1% |
| Q1 2022 | $158,000 | +11.3% | 2,968 | +136.7% | 0.03% | +16.7% |
| Q4 2021 | $142,000 | +56.0% | 1,254 | +25.4% | 0.02% | +4.3% |
| Q4 2020 | $91,000 | +13.8% | 1,000 | 0.0% | 0.02% | -11.5% |
| Q3 2020 | $80,000 | +5.3% | 1,000 | -3.0% | 0.03% | -10.3% |
| Q2 2020 | $76,000 | +26.7% | 1,031 | +3.1% | 0.03% | +7.4% |
| Q1 2020 | $60,000 | -22.1% | 1,000 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $77,000 | +8.5% | 1,000 | 0.0% | 0.03% | -9.4% |
| Q3 2019 | $71,000 | 0.0% | 1,000 | 0.0% | 0.03% | +3.2% |
| Q2 2019 | $71,000 | – | 1,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |