SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $465,000 | +13.4% | 8,572 | +9.3% | 0.02% | +7.1% |
| Q3 2016 | $410,000 | -6.0% | 7,842 | -9.4% | 0.01% | -12.5% |
| Q2 2016 | $436,000 | -1.6% | 8,659 | -3.7% | 0.02% | -15.8% |
| Q1 2016 | $443,000 | -6.7% | 8,994 | -7.0% | 0.02% | -13.6% |
| Q4 2015 | $475,000 | -12.0% | 9,676 | -16.8% | 0.02% | -47.6% |
| Q3 2015 | $540,000 | -10.7% | 11,634 | -3.5% | 0.04% | -2.3% |
| Q2 2015 | $605,000 | -1.6% | 12,050 | -1.1% | 0.04% | 0.0% |
| Q1 2015 | $615,000 | -0.2% | 12,185 | -1.4% | 0.04% | -35.8% |
| Q4 2014 | $616,000 | +1.3% | 12,358 | -3.3% | 0.07% | -8.2% |
| Q3 2014 | $608,000 | -0.3% | 12,779 | +0.0% | 0.07% | -11.0% |
| Q2 2014 | $610,000 | -48.2% | 12,778 | -50.4% | 0.08% | -3.5% |
| Q1 2014 | $1,178,000 | +89.4% | 25,782 | +86.6% | 0.08% | -10.5% |
| Q4 2013 | $622,000 | -17.0% | 13,820 | -24.2% | 0.10% | -27.5% |
| Q3 2013 | $749,000 | +21.6% | 18,223 | +15.0% | 0.13% | +5.6% |
| Q2 2013 | $616,000 | – | 15,843 | – | 0.12% | – |
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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% |