SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $36,107,000 | +10.0% | 453,382 | +1.5% | 5.79% | +1.4% |
| Q2 2020 | $32,810,000 | +14.7% | 446,571 | -5.7% | 5.71% | -2.8% |
| Q1 2020 | $28,612,000 | -26.3% | 473,479 | -6.2% | 5.87% | -14.0% |
| Q4 2019 | $38,827,000 | +10.2% | 505,032 | +1.8% | 6.82% | +5.6% |
| Q3 2019 | $35,234,000 | +1.4% | 496,115 | +0.7% | 6.46% | +1.5% |
| Q2 2019 | $34,756,000 | +7.6% | 492,784 | +3.8% | 6.36% | +1.7% |
| Q1 2019 | $32,308,000 | +24.6% | 474,766 | +9.8% | 6.26% | +6.3% |
| Q4 2018 | $25,923,000 | -7.1% | 432,557 | +9.1% | 5.88% | -1.0% |
| Q3 2018 | $27,907,000 | +8.1% | 396,465 | +1.3% | 5.95% | +5.0% |
| Q2 2018 | $25,826,000 | +4.9% | 391,361 | +1.4% | 5.66% | +0.7% |
| Q1 2018 | $24,614,000 | -2.0% | 385,864 | -0.9% | 5.62% | -23.4% |
| Q4 2017 | $25,112,000 | +8.7% | 389,218 | +2.6% | 7.34% | -0.3% |
| Q3 2017 | $23,110,000 | +8.7% | 379,418 | +4.3% | 7.37% | +2.6% |
| Q2 2017 | $21,258,000 | +2.6% | 363,627 | +0.1% | 7.18% | -2.5% |
| Q1 2017 | $20,720,000 | +5.6% | 363,120 | +0.2% | 7.37% | -3.6% |
| Q4 2016 | $19,630,000 | +9.6% | 362,308 | +5.8% | 7.64% | +0.3% |
| Q3 2016 | $17,918,000 | +8.0% | 342,479 | +3.8% | 7.62% | +2.1% |
| Q2 2016 | $16,594,000 | +3.3% | 329,900 | +1.2% | 7.46% | -5.7% |
| Q1 2016 | $16,059,000 | +3.3% | 325,880 | +2.8% | 7.91% | -1.8% |
| Q4 2015 | $15,545,000 | +11.7% | 316,994 | +5.7% | 8.06% | +1.7% |
| Q3 2015 | $13,913,000 | -4.6% | 299,988 | +3.4% | 7.92% | -6.0% |
| Q2 2015 | $14,577,000 | +2.0% | 290,203 | +2.5% | 8.43% | +0.0% |
| Q1 2015 | $14,291,000 | +0.9% | 283,098 | -0.4% | 8.43% | -12.1% |
| Q4 2014 | $14,163,000 | +8.5% | 284,289 | +3.6% | 9.59% | +0.8% |
| Q3 2014 | $13,052,000 | – | 274,497 | – | 9.52% | – |
Download | ||||||
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% |