SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $808,000 | +9.3% | 7,150 | +0.4% | 0.05% | -8.6% |
| Q3 2021 | $739,000 | -0.8% | 7,120 | -0.4% | 0.06% | -3.3% |
| Q2 2021 | $745,000 | +12.2% | 7,147 | +4.2% | 0.06% | +1.7% |
| Q1 2021 | $664,000 | +12.7% | 6,862 | +6.1% | 0.06% | +5.4% |
| Q4 2020 | $589,000 | +54.2% | 6,469 | +35.1% | 0.06% | +36.6% |
| Q3 2020 | $382,000 | +13.7% | 4,790 | +4.9% | 0.04% | +5.1% |
| Q2 2020 | $336,000 | +21.7% | 4,568 | -0.0% | 0.04% | +8.3% |
| Q1 2020 | $276,000 | -27.2% | 4,569 | -7.3% | 0.04% | -7.7% |
| Q4 2019 | $379,000 | +7.4% | 4,929 | -0.8% | 0.04% | +2.6% |
| Q3 2019 | $353,000 | +0.3% | 4,967 | -0.4% | 0.04% | 0.0% |
| Q2 2019 | $352,000 | +53.0% | 4,988 | +30.0% | 0.04% | -20.8% |
| Q4 2018 | $230,000 | -88.5% | 3,836 | +12686.7% | 0.05% | – |
| Q4 2016 | $2,000,000 | +99900.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | – | 30 | – | 0.00% | – |
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% |