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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,253,000 | +6.5% | 108,424 | -2.1% | 1.80% | -5.1% |
| Q3 2021 | $11,500,000 | -1.7% | 110,724 | -1.3% | 1.90% | -4.1% |
| Q2 2021 | $11,696,000 | +4.3% | 112,170 | -3.2% | 1.98% | -6.6% |
| Q1 2021 | $11,210,000 | +3.7% | 115,913 | -2.5% | 2.12% | -4.1% |
| Q4 2020 | $10,813,000 | +9.6% | 118,839 | -4.1% | 2.21% | -5.4% |
| Q3 2020 | $9,867,000 | +1.4% | 123,889 | -6.4% | 2.34% | -7.3% |
| Q2 2020 | $9,727,000 | – | 132,394 | – | 2.52% | – |
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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% |