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 | 1,372,248 | $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% |