SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 139 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is 0.98 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $720,000 | -66.4% | 13,768 | -67.7% | 0.55% | -71.7% |
| Q2 2015 | $2,142,000 | -51.2% | 42,645 | -50.9% | 1.96% | -44.9% |
| Q1 2015 | $4,386,000 | +132.6% | 86,885 | +129.5% | 3.54% | +144.5% |
| Q4 2014 | $1,886,000 | -8.6% | 37,859 | -16.1% | 1.45% | -13.0% |
| Q1 2014 | $2,063,000 | -9.4% | 45,130 | -10.8% | 1.67% | -13.2% |
| Q4 2013 | $2,278,000 | – | 50,603 | – | 1.92% | – |
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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% |