SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,144,000 | +21.6% | 42,784 | +0.0% | 1.52% | +55.8% |
| Q1 2020 | $2,586,000 | -21.4% | 42,783 | +0.0% | 0.98% | +10.3% |
| Q4 2019 | $3,288,000 | +8.2% | 42,781 | +0.0% | 0.89% | +9.9% |
| Q3 2019 | $3,040,000 | +16.8% | 42,765 | +16.0% | 0.81% | +23.8% |
| Q2 2019 | $2,602,000 | -10.8% | 36,854 | -14.1% | 0.65% | -9.3% |
| Q1 2019 | $2,918,000 | +13.6% | 42,883 | +0.0% | 0.72% | +20.3% |
| Q4 2018 | $2,569,000 | -19.1% | 42,866 | -5.0% | 0.60% | -8.2% |
| Q3 2018 | $3,177,000 | +6.7% | 45,141 | +0.0% | 0.65% | -5.5% |
| Q2 2018 | $2,978,000 | +3.4% | 45,128 | 0.0% | 0.69% | -18.1% |
| Q1 2018 | $2,879,000 | +4.8% | 45,128 | +0.1% | 0.84% | +39.8% |
| Q3 2017 | $2,747,000 | +4.8% | 45,100 | +0.6% | 0.60% | -5.2% |
| Q2 2017 | $2,622,000 | +2.5% | 44,844 | +0.0% | 0.63% | -0.3% |
| Q1 2017 | $2,558,000 | +10.8% | 44,831 | +0.1% | 0.64% | +8.9% |
| Q3 2016 | $2,308,000 | – | 44,802 | – | 0.58% | – |
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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% |