SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 735 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 2020 | $717,000 | +14.4% | 7,877 | +0.1% | 0.23% | -7.7% |
| Q3 2020 | $627,000 | +29.5% | 7,873 | +19.5% | 0.25% | +19.4% |
| Q2 2020 | $484,000 | +21.6% | 6,589 | 0.0% | 0.21% | +1.5% |
| Q1 2020 | $398,000 | -19.4% | 6,589 | +2.6% | 0.20% | +19.4% |
| Q4 2019 | $494,000 | +8.3% | 6,423 | +0.0% | 0.17% | +9.0% |
| Q3 2019 | $456,000 | -37.7% | 6,422 | -38.1% | 0.16% | -38.3% |
| Q2 2019 | $732,000 | +4.0% | 10,379 | +0.3% | 0.25% | -2.3% |
| Q1 2019 | $704,000 | +12.8% | 10,351 | -0.6% | 0.26% | -6.2% |
| Q4 2018 | $624,000 | -14.9% | 10,412 | 0.0% | 0.28% | -2.8% |
| Q3 2018 | $733,000 | +6.7% | 10,412 | 0.0% | 0.28% | -2.4% |
| Q2 2018 | $687,000 | +3.5% | 10,412 | 0.0% | 0.29% | -20.1% |
| Q1 2018 | $664,000 | -8.3% | 10,412 | -7.2% | 0.36% | -2.4% |
| Q4 2017 | $724,000 | +6.6% | 11,219 | +0.7% | 0.37% | -0.8% |
| Q3 2017 | $679,000 | +2.7% | 11,142 | -1.5% | 0.38% | -1.8% |
| Q2 2017 | $661,000 | +37.1% | 11,307 | +33.7% | 0.38% | +30.7% |
| Q1 2017 | $482,000 | -12.5% | 8,454 | -16.9% | 0.29% | -9.8% |
| Q4 2016 | $551,000 | +9.3% | 10,176 | +5.5% | 0.32% | +0.9% |
| Q3 2016 | $504,000 | -14.4% | 9,642 | -17.7% | 0.32% | -13.2% |
| Q2 2016 | $589,000 | -16.9% | 11,710 | -18.6% | 0.37% | -43.3% |
| Q1 2016 | $709,000 | – | 14,384 | – | 0.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,270,779 | $115,628,000 | 39.03% |
| Evergreen Advisors, LLC | 923,826 | $84,059,000 | 34.57% |
| AGILIS PARTNERS LLC | 688,435 | $62,641,000 | 29.38% |
| Evensky & Katz LLC | 2,357,231 | $214,484,000 | 26.53% |
| Strid Group, LLC | 1,071,450 | $97,491,000 | 26.26% |
| SYM FINANCIAL Corp | 388,518 | $35,351,000 | 25.91% |
| JBJ Investment Partners, LLC | 919,372 | $83,654,000 | 19.02% |
| Madden Advisory Services, Inc. | 242,929 | $22,104,000 | 18.56% |
| Hanson & Doremus Investment Management | 773,425 | $70,374,000 | 17.48% |
| JUNCTURE WEALTH STRATEGIES, LLC | 285,716 | $25,997,000 | 16.46% |