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 2023 | $208,512 | -3.6% | 4,183 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $216,205 | +8.1% | 4,182 | +0.0% | 0.05% | +2.2% |
| Q1 2023 | $200,064 | -10.3% | 4,181 | +0.1% | 0.05% | +7.0% |
| Q1 2022 | $223,000 | -5.5% | 4,177 | +100.0% | 0.04% | -2.3% |
| Q4 2021 | $236,000 | +8.8% | 2,089 | +0.0% | 0.04% | +2.3% |
| Q3 2021 | $217,000 | -0.5% | 2,088 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $218,000 | +7.9% | 2,088 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $202,000 | -20.2% | 2,088 | -45.6% | 0.04% | -46.1% |
| Q2 2018 | $253,000 | +3.3% | 3,840 | 0.0% | 0.08% | -6.2% |
| Q1 2018 | $245,000 | -1.2% | 3,840 | 0.0% | 0.08% | +1.2% |
| Q4 2017 | $248,000 | +6.0% | 3,840 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $234,000 | +4.5% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q2 2017 | $224,000 | +2.3% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $219,000 | – | 3,840 | – | 0.08% | – |
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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% |