SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,917 | -46.0% | 598 | -50.0% | 0.02% | -11.1% |
| Q1 2023 | $57,242 | +113.5% | 1,196 | +100.0% | 0.02% | 0.0% |
| Q4 2022 | $26,814 | +7.3% | 598 | -0.2% | 0.02% | -14.3% |
| Q3 2022 | $25,000 | -97.0% | 599 | -94.9% | 0.02% | -95.8% |
| Q3 2018 | $826,000 | +9.1% | 11,735 | +2.4% | 0.51% | +0.8% |
| Q2 2018 | $757,000 | +15.9% | 11,465 | +12.0% | 0.50% | +32.8% |
| Q1 2018 | $653,000 | -7.2% | 10,237 | -6.1% | 0.38% | -14.9% |
| Q4 2017 | $704,000 | +18.9% | 10,907 | +12.2% | 0.44% | +9.4% |
| Q3 2017 | $592,000 | -64.6% | 9,717 | -66.0% | 0.41% | -64.5% |
| Q2 2017 | $1,671,000 | +146.8% | 28,579 | +140.8% | 1.14% | +126.1% |
| Q1 2017 | $677,000 | – | 11,866 | – | 0.51% | – |
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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% |