SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $76,000 | +8.6% | 675 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $70,000 | +7.7% | 675 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $65,000 | +30.0% | 675 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $50,000 | 0.0% | 675 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $50,000 | -99.9% | 675 | -10.6% | 0.04% | -10.9% |
| Q1 2020 | $48,180,000 | +89122.2% | 755 | 0.0% | 0.05% | -16.4% |
| Q3 2019 | $54,000 | +1.9% | 755 | 0.0% | 0.06% | +17.0% |
| Q2 2019 | $53,000 | +3.9% | 755 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $51,000 | +13.3% | 755 | 0.0% | 0.05% | +9.3% |
| Q4 2018 | $45,000 | -99.9% | 755 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $53,165,000 | +6.7% | 755 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $49,841,000 | +3.4% | 755 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $48,180,000 | – | 755 | – | 0.05% | – |
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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% |