SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $639,000 | -5.6% | 8,029 | -12.9% | 0.22% | -12.1% |
| Q2 2020 | $677,000 | -13.2% | 9,215 | -28.6% | 0.25% | -31.8% |
| Q1 2020 | $780,000 | -31.9% | 12,908 | -13.4% | 0.36% | -20.6% |
| Q4 2019 | $1,145,000 | +3.2% | 14,898 | -4.7% | 0.46% | -13.3% |
| Q3 2019 | $1,110,000 | -13.3% | 15,631 | -14.0% | 0.53% | -11.3% |
| Q2 2019 | $1,281,000 | +3.9% | 18,166 | +0.3% | 0.59% | +3.7% |
| Q1 2019 | $1,233,000 | +25.1% | 18,115 | +10.1% | 0.57% | +17.7% |
| Q4 2018 | $986,000 | -15.5% | 16,449 | -0.8% | 0.49% | -20.8% |
| Q3 2018 | $1,167,000 | +3.5% | 16,575 | -3.1% | 0.61% | +6.4% |
| Q2 2018 | $1,128,000 | +5.2% | 17,099 | +1.8% | 0.58% | +1.4% |
| Q1 2018 | $1,072,000 | +5.0% | 16,800 | +6.2% | 0.57% | +12.0% |
| Q4 2017 | $1,021,000 | +8.0% | 15,820 | +1.9% | 0.51% | +3.3% |
| Q3 2017 | $945,000 | -3.9% | 15,521 | -7.7% | 0.49% | -1.4% |
| Q2 2017 | $983,000 | +35.0% | 16,816 | +31.8% | 0.50% | +3.7% |
| Q1 2017 | $728,000 | +15.2% | 12,760 | +9.3% | 0.48% | -8.0% |
| Q4 2016 | $632,000 | – | 11,673 | – | 0.52% | – |
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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% |