SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,846,000 | +1633.2% | 154,923 | +1993.6% | 5.04% | +1823.3% |
| Q1 2022 | $395,000 | -99.8% | 7,400 | +184.6% | 0.26% | +21.3% |
| Q4 2020 | $236,574,000 | +114187.0% | 2,600 | 0.0% | 0.22% | +9.6% |
| Q3 2020 | $207,000 | -97.4% | 2,600 | -97.5% | 0.20% | -94.6% |
| Q4 2019 | $7,924,000 | +7.8% | 103,069 | -0.5% | 3.63% | -32.3% |
| Q3 2019 | $7,353,000 | +0.1% | 103,541 | -0.1% | 5.37% | +44.9% |
| Q2 2019 | $7,344,000 | +3.7% | 103,680 | -0.3% | 3.70% | +6.1% |
| Q1 2019 | $7,079,000 | +15.2% | 104,028 | +1.6% | 3.49% | +5.3% |
| Q4 2018 | $6,143,000 | – | 102,370 | – | 3.32% | – |
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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% |