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 | $746,000 | -9.6% | 12,342 | +15.1% | 0.57% | +4.6% |
| Q4 2019 | $825,000 | +19.0% | 10,725 | +9.8% | 0.55% | +14.9% |
| Q3 2019 | $693,000 | +1.8% | 9,764 | +1.1% | 0.48% | +10.7% |
| Q2 2019 | $681,000 | +12.0% | 9,654 | +8.1% | 0.43% | -7.9% |
| Q1 2019 | $608,000 | -65.5% | 8,931 | -69.6% | 0.47% | -50.7% |
| Q4 2018 | $1,761,000 | +630.7% | 29,390 | +677.3% | 0.95% | +379.3% |
| Q1 2018 | $241,000 | – | 3,781 | – | 0.20% | – |
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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% |