SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,261,000 | -3.0% | 12,143 | -2.6% | 0.72% | -1.8% |
| Q2 2021 | $1,300,000 | +7.9% | 12,464 | 0.0% | 0.74% | +1.2% |
| Q1 2021 | $1,205,000 | -7.9% | 12,464 | -13.3% | 0.73% | -12.9% |
| Q4 2020 | $1,308,000 | +13.2% | 14,380 | -0.9% | 0.84% | -7.5% |
| Q3 2020 | $1,155,000 | -1.4% | 14,506 | -9.0% | 0.90% | -3.1% |
| Q2 2020 | $1,171,000 | -47.8% | 15,934 | -57.1% | 0.93% | -62.2% |
| Q1 2020 | $2,243,000 | +85.8% | 37,123 | +136.3% | 2.47% | +131.5% |
| Q4 2019 | $1,207,000 | – | 15,710 | – | 1.07% | – |
Download | ||||||
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% |