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% | – |
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% |