SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,345,000 | -48.5% | 26,732 | -49.6% | 0.22% | -19.3% |
| Q1 2016 | $2,613,000 | +34.1% | 53,030 | +33.5% | 0.28% | +32.2% |
| Q4 2015 | $1,949,000 | +14.7% | 39,736 | +8.5% | 0.21% | +8.3% |
| Q3 2015 | $1,699,000 | -0.6% | 36,627 | +7.7% | 0.19% | +6.1% |
| Q2 2015 | $1,709,000 | -19.2% | 34,024 | -18.8% | 0.18% | -20.3% |
| Q1 2015 | $2,115,000 | +3.9% | 41,889 | +2.6% | 0.23% | -1.3% |
| Q4 2014 | $2,035,000 | +11.6% | 40,838 | +6.5% | 0.23% | +5.0% |
| Q3 2014 | $1,824,000 | +1.3% | 38,361 | +1.7% | 0.22% | -3.1% |
| Q2 2014 | $1,801,000 | +17.9% | 37,733 | +13.0% | 0.23% | +4.6% |
| Q1 2014 | $1,527,000 | +88.1% | 33,405 | +84.9% | 0.22% | +248.4% |
| Q4 2013 | $812,000 | +146.8% | 18,062 | +125.3% | 0.06% | +8.8% |
| Q3 2013 | $329,000 | +62.9% | 8,016 | +54.8% | 0.06% | +42.5% |
| Q2 2013 | $202,000 | – | 5,179 | – | 0.04% | – |
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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% |