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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $19,018,000 | +4.5% | 288,200 | +1.0% | 3.31% | +8.0% |
| Q1 2018 | $18,204,000 | +2.2% | 285,370 | +3.4% | 3.06% | +5.2% |
| Q4 2017 | $17,806,000 | +11.6% | 275,970 | +5.3% | 2.91% | +2.5% |
| Q3 2017 | $15,960,000 | +7.8% | 262,020 | +3.5% | 2.84% | +6.7% |
| Q2 2017 | $14,805,000 | +9.5% | 253,255 | +6.8% | 2.66% | +8.1% |
| Q1 2017 | $13,526,000 | +67.5% | 237,050 | +59.1% | 2.46% | +52.8% |
| Q4 2016 | $8,075,000 | +27.1% | 149,035 | +22.7% | 1.61% | +22.0% |
| Q3 2016 | $6,353,000 | +9.3% | 121,425 | +5.1% | 1.32% | +9.6% |
| Q2 2016 | $5,810,000 | +15.9% | 115,515 | +13.6% | 1.21% | +11.5% |
| Q1 2016 | $5,011,000 | +16.0% | 101,690 | +15.5% | 1.08% | +11.9% |
| Q4 2015 | $4,318,000 | +33.1% | 88,045 | +25.9% | 0.97% | +21.5% |
| Q3 2015 | $3,244,000 | +7.0% | 69,935 | +15.9% | 0.80% | +17.6% |
| Q2 2015 | $3,031,000 | +92.9% | 60,350 | +93.9% | 0.68% | +92.3% |
| Q1 2015 | $1,571,000 | +182.6% | 31,120 | +179.0% | 0.35% | +186.2% |
| Q4 2014 | $556,000 | +239.0% | 11,155 | +178.9% | 0.12% | +161.7% |
| Q3 2013 | $164,000 | +5.1% | 4,000 | 0.0% | 0.05% | +2.2% |
| Q2 2013 | $156,000 | – | 4,000 | – | 0.05% | – |
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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% |