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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $108,304,345,000 | +85573.0% | 2,579,289 | +144803.9% | 0.06% | – |
| Q3 2019 | $126,416,000 | +0.7% | 1,780 | 0.0% | 0.00% | – |
| Q2 2019 | $125,543,000 | +155.9% | 1,780 | +146.9% | 0.00% | – |
| Q1 2019 | $49,064,000 | +13.5% | 721 | 0.0% | 0.00% | – |
| Q4 2018 | $43,210,000 | -64.0% | 721 | -57.7% | 0.00% | – |
| Q3 2018 | $120,015,000 | +6.7% | 1,705 | 0.0% | 0.00% | – |
| Q2 2018 | $112,513,000 | +3.4% | 1,705 | 0.0% | 0.00% | – |
| Q1 2018 | $108,762,000 | – | 1,705 | – | 0.00% | – |
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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% |