SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $212,000 | -7.0% | 5,049 | -2.2% | 0.02% | -3.8% |
| Q2 2022 | $228,000 | -14.3% | 5,165 | +3.5% | 0.03% | 0.0% |
| Q1 2022 | $266,000 | -1.1% | 4,991 | +109.4% | 0.03% | +4.0% |
| Q4 2021 | $269,000 | +20.6% | 2,383 | +11.3% | 0.02% | +4.2% |
| Q3 2021 | $223,000 | 0.0% | 2,142 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | +159.3% | 2,142 | +98.0% | 0.02% | +100.0% |
| Q3 2020 | $86,000 | +8.9% | 1,082 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $79,000 | +33.9% | 1,082 | +10.4% | 0.01% | 0.0% |
| Q1 2020 | $59,000 | -13.2% | 980 | +11.1% | 0.01% | 0.0% |
| Q4 2019 | $68,000 | +209.1% | 882 | +182.7% | 0.01% | +200.0% |
| Q3 2019 | $22,000 | 0.0% | 312 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $22,000 | +4.8% | 312 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $21,000 | -69.1% | 312 | -72.8% | 0.00% | -76.5% |
| Q4 2018 | $68,000 | -16.0% | 1,147 | 0.0% | 0.02% | +13.3% |
| Q3 2018 | $81,000 | +8.0% | 1,147 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $75,000 | – | 1,147 | – | 0.02% | – |
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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% |