SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $6,656,000 | +38.3% | 122,846 | +33.5% | 4.67% | +41.7% |
| Q3 2016 | $4,813,000 | +130.2% | 91,996 | +121.3% | 3.30% | +131.4% |
| Q2 2016 | $2,091,000 | +268.8% | 41,574 | +201.4% | 1.42% | +244.2% |
| Q3 2013 | $567,000 | +44.3% | 13,795 | +36.5% | 0.41% | +43.8% |
| Q2 2013 | $393,000 | +94.6% | 10,108 | +89.7% | 0.29% | +94.6% |
| Q1 2013 | $202,000 | – | 5,328 | – | 0.15% | – |
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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% |