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 | $283,000 | -6.0% | 3,550 | -13.4% | 0.04% | -11.4% |
| Q2 2020 | $301,000 | +10.7% | 4,101 | -9.0% | 0.04% | -18.5% |
| Q1 2020 | $272,000 | -21.6% | 4,509 | 0.0% | 0.05% | +10.2% |
| Q4 2019 | $347,000 | +7.1% | 4,509 | -1.3% | 0.05% | -3.9% |
| Q3 2019 | $324,000 | -8.0% | 4,569 | -8.4% | 0.05% | -7.3% |
| Q2 2019 | $352,000 | +2833.3% | 4,989 | +2671.7% | 0.06% | +2650.0% |
| Q2 2018 | $12,000 | – | 180 | – | 0.00% | – |
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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% |