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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |