SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.12 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,523,000 | -47.9% | 25,000 | -50.0% | 0.40% | -57.2% |
| Q2 2017 | $2,923,000 | +2.5% | 50,000 | 0.0% | 0.93% | +25.3% |
| Q1 2017 | $2,853,000 | +163.2% | 50,000 | +150.0% | 0.74% | +170.5% |
| Q4 2016 | $1,084,000 | -53.3% | 20,000 | -60.0% | 0.28% | -28.4% |
| Q3 2015 | $2,319,000 | – | 50,000 | – | 0.38% | – |
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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% |