SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,577,000 | +8.1% | 46,530 | -0.1% | 1.51% | +1.9% |
| Q3 2019 | $3,309,000 | +2.5% | 46,595 | +1.8% | 1.48% | +0.5% |
| Q2 2019 | $3,229,000 | +4.1% | 45,779 | +0.4% | 1.48% | +1.5% |
| Q1 2019 | $3,103,000 | +13.7% | 45,596 | +0.2% | 1.45% | +21.2% |
| Q4 2018 | $2,728,000 | +46.3% | 45,522 | +71.8% | 1.20% | +45.1% |
| Q3 2018 | $1,865,000 | – | 26,500 | – | 0.83% | – |
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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% |