SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $764,000 | +3.1% | 10,756 | +2.4% | 0.49% | +0.6% |
| Q2 2019 | $741,000 | +4.2% | 10,505 | +0.6% | 0.49% | +2.3% |
| Q1 2019 | $711,000 | +21.3% | 10,442 | +6.9% | 0.48% | +10.1% |
| Q4 2018 | $586,000 | -10.1% | 9,772 | +5.5% | 0.44% | +9.8% |
| Q3 2018 | $652,000 | +34.2% | 9,261 | +21.5% | 0.40% | +9.7% |
| Q1 2018 | $486,000 | +43.4% | 7,624 | +45.1% | 0.36% | +49.2% |
| Q4 2017 | $339,000 | +14.1% | 5,253 | +7.8% | 0.24% | +7.1% |
| Q3 2017 | $297,000 | +4.6% | 4,871 | +0.4% | 0.23% | +7.6% |
| Q2 2017 | $284,000 | -25.5% | 4,852 | -27.2% | 0.21% | -26.8% |
| Q1 2017 | $381,000 | +5.8% | 6,669 | +0.4% | 0.29% | +3.2% |
| Q4 2016 | $360,000 | +4.0% | 6,644 | +0.6% | 0.28% | +7.8% |
| Q3 2016 | $346,000 | +13.1% | 6,604 | +8.5% | 0.26% | +13.2% |
| Q2 2016 | $306,000 | +58.5% | 6,085 | +57.5% | 0.23% | +45.2% |
| Q4 2014 | $193,000 | – | 3,864 | – | 0.16% | – |
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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% |