SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $825,000 | +6.3% | 7,915 | -1.4% | 0.43% | +30.3% |
| Q1 2021 | $776,000 | +4.3% | 8,025 | -1.8% | 0.33% | -5.7% |
| Q4 2020 | $744,000 | +20.4% | 8,175 | +5.3% | 0.35% | +10.4% |
| Q3 2020 | $618,000 | -0.3% | 7,760 | -8.0% | 0.32% | -3.9% |
| Q2 2020 | $620,000 | +23.5% | 8,435 | +1.6% | 0.33% | +3.8% |
| Q1 2020 | $502,000 | -32.9% | 8,300 | -14.7% | 0.32% | -5.4% |
| Q4 2019 | $748,000 | +8.2% | 9,733 | +0.0% | 0.34% | +6.0% |
| Q3 2019 | $691,000 | +0.7% | 9,732 | 0.0% | 0.32% | +0.6% |
| Q2 2019 | $686,000 | +3.8% | 9,732 | +0.3% | 0.32% | +10.5% |
| Q1 2019 | $661,000 | +15.6% | 9,707 | +1.6% | 0.28% | +5.6% |
| Q4 2018 | $572,000 | -12.1% | 9,552 | +3.4% | 0.27% | +11.1% |
| Q3 2018 | $651,000 | +7.2% | 9,242 | +0.5% | 0.24% | -3.6% |
| Q2 2018 | $607,000 | +8.0% | 9,198 | +4.4% | 0.25% | +56.5% |
| Q1 2018 | $562,000 | +17.8% | 8,813 | +19.1% | 0.16% | +15.0% |
| Q4 2017 | $477,000 | +381.8% | 7,398 | +355.3% | 0.14% | +324.2% |
| Q3 2017 | $99,000 | – | 1,625 | – | 0.03% | – |
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% |