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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,241,990 | $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% |