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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,890,000 | -21.5% | 31,268 | -0.2% | 0.47% | +12.4% |
| Q4 2019 | $2,409,000 | +8.7% | 31,340 | +0.4% | 0.42% | -4.8% |
| Q3 2019 | $2,216,000 | +0.8% | 31,207 | +0.6% | 0.44% | -6.2% |
| Q2 2019 | $2,198,000 | +3.9% | 31,035 | -0.2% | 0.47% | -1.1% |
| Q1 2019 | $2,116,000 | +13.5% | 31,090 | +0.1% | 0.47% | +20.0% |
| Q4 2018 | $1,864,000 | -13.9% | 31,063 | +1.0% | 0.40% | -37.5% |
| Q3 2018 | $2,165,000 | +5.8% | 30,755 | -0.8% | 0.63% | -2.6% |
| Q2 2018 | $2,046,000 | -99.9% | 31,005 | +23.5% | 0.65% | -4.0% |
| Q1 2018 | $1,601,508,000 | +75514.2% | 25,106 | -23.5% | 0.68% | +9.9% |
| Q4 2017 | $2,118,000 | -20.9% | 32,831 | -25.3% | 0.62% | -9.6% |
| Q3 2017 | $2,679,000 | -28.3% | 43,978 | -31.2% | 0.68% | -39.7% |
| Q2 2017 | $3,737,000 | -19.8% | 63,916 | -21.7% | 1.13% | -16.2% |
| Q1 2017 | $4,657,000 | -5.8% | 81,612 | -10.6% | 1.34% | -9.3% |
| Q4 2016 | $4,944,000 | – | 91,255 | – | 1.48% | – |
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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% |