SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $342,000 | +6.2% | 4,822 | +5.6% | 0.29% | +6.6% |
| Q2 2019 | $322,000 | +8.4% | 4,565 | +4.5% | 0.27% | +9.6% |
| Q1 2019 | $297,000 | +36.2% | 4,370 | +20.1% | 0.25% | +12.7% |
| Q4 2018 | $218,000 | -23.8% | 3,639 | -10.5% | 0.22% | -3.9% |
| Q3 2018 | $286,000 | +7.9% | 4,068 | +1.1% | 0.23% | +0.9% |
| Q2 2018 | $265,000 | +21.6% | 4,022 | +17.9% | 0.23% | +16.3% |
| Q1 2018 | $218,000 | – | 3,412 | – | 0.20% | – |
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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% |