SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,509,000 | -0.2% | 91,949 | +17.3% | 1.32% | +35.9% |
| Q3 2018 | $5,519,000 | -1.0% | 78,380 | -7.2% | 0.98% | -17.2% |
| Q2 2018 | $5,573,000 | +0.7% | 84,448 | -2.7% | 1.18% | +2.3% |
| Q1 2018 | $5,534,000 | +75.4% | 86,797 | +77.5% | 1.15% | +34.9% |
| Q4 2017 | $3,155,000 | -0.7% | 48,898 | -6.3% | 0.85% | -11.9% |
| Q3 2017 | $3,177,000 | +6.3% | 52,171 | +2.0% | 0.97% | +3.1% |
| Q2 2017 | $2,990,000 | +0.5% | 51,161 | -1.9% | 0.94% | -1.6% |
| Q1 2017 | $2,976,000 | -2.2% | 52,154 | -7.2% | 0.95% | -16.7% |
| Q4 2016 | $3,044,000 | +11.5% | 56,173 | +7.6% | 1.14% | +3.4% |
| Q3 2016 | $2,730,000 | +4.8% | 52,200 | +0.8% | 1.11% | -9.5% |
| Q2 2016 | $2,606,000 | +6.9% | 51,780 | +4.7% | 1.22% | +2.9% |
| Q1 2016 | $2,437,000 | +0.8% | 49,460 | +0.4% | 1.19% | +1.0% |
| Q4 2015 | $2,417,000 | +23.8% | 49,281 | +17.0% | 1.18% | -2.1% |
| Q3 2015 | $1,953,000 | +13.2% | 42,115 | +22.6% | 1.20% | +7.5% |
| Q2 2015 | $1,726,000 | -0.5% | 34,355 | 0.0% | 1.12% | -0.2% |
| Q1 2015 | $1,735,000 | +208.2% | 34,355 | +204.2% | 1.12% | +184.0% |
| Q4 2014 | $563,000 | +74.3% | 11,293 | +66.8% | 0.39% | +70.6% |
| Q3 2014 | $323,000 | +42.3% | 6,770 | +41.9% | 0.23% | +34.3% |
| Q2 2014 | $227,000 | +4.1% | 4,770 | 0.0% | 0.17% | -8.0% |
| Q1 2014 | $218,000 | – | 4,770 | – | 0.19% | – |
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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% |