SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,154,000 | +244.5% | 19,244 | +304.5% | 0.03% | +190.9% |
| Q3 2018 | $335,000 | -85.9% | 4,757 | -86.8% | 0.01% | -84.9% |
| Q2 2018 | $2,381,000 | -51.4% | 36,073 | -53.0% | 0.07% | -53.5% |
| Q1 2018 | $4,899,000 | -2.6% | 76,792 | -1.5% | 0.16% | -15.1% |
| Q4 2017 | $5,030,000 | +1.4% | 77,947 | -4.3% | 0.18% | -13.1% |
| Q3 2017 | $4,961,000 | -0.5% | 81,451 | -4.5% | 0.21% | -11.2% |
| Q2 2017 | $4,988,000 | +2471.1% | 85,333 | +2406.1% | 0.24% | +2300.0% |
| Q1 2017 | $194,000 | – | 3,405 | – | 0.01% | – |
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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% |