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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $767,000 | -10.6% | 14,367 | +89.3% | 0.57% | -7.0% |
Q4 2021 | $858,000 | +8.3% | 7,588 | -0.5% | 0.62% | -0.3% |
Q3 2021 | $792,000 | +9.5% | 7,628 | +10.1% | 0.62% | +25.3% |
Q2 2021 | $723,000 | +3.7% | 6,931 | -3.9% | 0.49% | -8.5% |
Q1 2021 | $697,000 | +2.7% | 7,210 | -3.4% | 0.54% | -14.7% |
Q4 2020 | $679,000 | +11.3% | 7,466 | -2.6% | 0.63% | -9.2% |
Q3 2020 | $610,000 | +13.6% | 7,665 | +4.9% | 0.70% | -9.5% |
Q2 2020 | $537,000 | -95.4% | 7,309 | -95.2% | 0.77% | -92.6% |
Q4 2019 | $11,619,000 | – | 151,130 | – | 10.43% | – |
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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% |