SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,000 | -33.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | +50.0% | 35 | +2.9% | 0.00% | +100.0% |
| Q3 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | +100.0% | 34 | +142.9% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 14 | +55.6% | 0.00% | – |
| Q4 2017 | $1,000 | -93.3% | 9 | -97.0% | 0.00% | -100.0% |
| Q1 2016 | $15,000 | -96.6% | 299 | -96.6% | 0.01% | -95.6% |
| Q2 2015 | $437,000 | -0.5% | 8,691 | 0.0% | 0.18% | +4.7% |
| Q1 2015 | $439,000 | +1.4% | 8,691 | 0.0% | 0.17% | +3.0% |
| Q4 2014 | $433,000 | +99.5% | 8,691 | +90.6% | 0.17% | +92.0% |
| Q3 2014 | $217,000 | – | 4,560 | – | 0.09% | – |
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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% |