SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,522,000 | +25.3% | 47,949 | +3.0% | 1.68% | +8.9% |
| Q1 2020 | $2,811,000 | -63.8% | 46,532 | -54.0% | 1.54% | +4.1% |
| Q4 2019 | $7,770,000 | +109.7% | 101,084 | +93.8% | 1.48% | -2.3% |
| Q3 2019 | $3,705,000 | +1.3% | 52,170 | +0.6% | 1.52% | -7.1% |
| Q2 2019 | $3,656,000 | +4.6% | 51,838 | +0.9% | 1.64% | +1.9% |
| Q1 2019 | $3,496,000 | -43.1% | 51,381 | -49.9% | 1.60% | -3.0% |
| Q4 2018 | $6,144,000 | -15.8% | 102,528 | -1.1% | 1.66% | -8.7% |
| Q3 2018 | $7,296,000 | +3.8% | 103,654 | -2.8% | 1.81% | +1.8% |
| Q2 2018 | $7,032,000 | +101.5% | 106,590 | +94.8% | 1.78% | -2.0% |
| Q1 2018 | $3,489,000 | +6.9% | 54,708 | +2.1% | 1.82% | -8.2% |
| Q3 2017 | $3,264,000 | +3.8% | 53,596 | -0.3% | 1.98% | +7.6% |
| Q2 2017 | $3,143,000 | -99.9% | 53,773 | -0.6% | 1.84% | +11.5% |
| Q1 2017 | $3,063,419,000 | +5.1% | 54,114 | +0.6% | 1.65% | -0.8% |
| Q4 2016 | $2,915,113,000 | -46.9% | 53,804 | -48.7% | 1.66% | +2.7% |
| Q3 2016 | $5,485,926,000 | +5.2% | 104,852 | +1.2% | 1.62% | -9.7% |
| Q2 2016 | $5,214,060,000 | +2.9% | 103,658 | +0.8% | 1.80% | +7.8% |
| Q1 2016 | $5,066,514,000 | +5.7% | 102,810 | +5.2% | 1.66% | +1.2% |
| Q4 2015 | $4,794,086,000 | +121.1% | 97,758 | +109.1% | 1.65% | +3.8% |
| Q3 2015 | $2,167,861,000 | -7.8% | 46,741 | -0.1% | 1.58% | +1.9% |
| Q2 2015 | $2,350,826,000 | -49.8% | 46,801 | -49.6% | 1.56% | +1.3% |
| Q1 2015 | $4,687,092,000 | – | 92,850 | – | 1.54% | – |
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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% |