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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,905,000 | +16.0% | 42,685 | +2.2% | 0.27% | +4.6% |
| Q4 2018 | $2,504,000 | +27.2% | 41,783 | +49.4% | 0.26% | +43.2% |
| Q3 2018 | $1,968,000 | +10.0% | 27,962 | +3.2% | 0.18% | +5.2% |
| Q2 2018 | $1,789,000 | +9.0% | 27,106 | +5.3% | 0.17% | +5.5% |
| Q1 2018 | $1,642,000 | +2.2% | 25,747 | +3.4% | 0.16% | +1.2% |
| Q4 2017 | $1,607,000 | +13.5% | 24,900 | +7.1% | 0.16% | +9.4% |
| Q3 2017 | $1,416,000 | +7.0% | 23,251 | +2.7% | 0.15% | +2.8% |
| Q2 2017 | $1,323,000 | +6.0% | 22,637 | +3.5% | 0.14% | +3.6% |
| Q1 2017 | $1,248,000 | +12.9% | 21,865 | +7.2% | 0.14% | +6.1% |
| Q4 2016 | $1,105,000 | +30.3% | 20,392 | +25.9% | 0.13% | +26.9% |
| Q3 2016 | $848,000 | +5.5% | 16,203 | +1.3% | 0.10% | 0.0% |
| Q2 2016 | $804,000 | +11.0% | 15,992 | +8.9% | 0.10% | +7.2% |
| Q1 2016 | $724,000 | +12.6% | 14,683 | +12.0% | 0.10% | +10.2% |
| Q4 2015 | $643,000 | +7.2% | 13,110 | +1.3% | 0.09% | -1.1% |
| Q3 2015 | $600,000 | -6.1% | 12,939 | +1.7% | 0.09% | +1.1% |
| Q2 2015 | $639,000 | +3.2% | 12,728 | +3.7% | 0.09% | +3.5% |
| Q1 2015 | $619,000 | – | 12,271 | – | 0.08% | – |
Download | ||||||
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% |