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 | $22,516,000 | +3321.9% | 283 | -97.4% | 0.02% | -98.5% |
| Q1 2020 | $658,000 | -18.9% | 10,889 | +3.3% | 1.08% | +42.6% |
| Q4 2019 | $811,000 | +4.2% | 10,543 | -3.8% | 0.76% | +7.1% |
| Q3 2019 | $778,000 | -1.4% | 10,954 | 0.0% | 0.70% | +8.3% |
| Q2 2019 | $789,000 | +16.5% | 10,954 | +10.1% | 0.65% | +15.2% |
| Q1 2019 | $677,000 | +1.2% | 9,951 | -11.0% | 0.56% | -6.0% |
| Q4 2018 | $669,000 | – | 11,179 | – | 0.60% | – |
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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% |