SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,190 | -5.0% | 19,402 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $1,018,594 | +109662.3% | 19,702 | +1.5% | 0.01% | +10.0% |
| Q1 2023 | $928 | +5.9% | 19,402 | -0.8% | 0.01% | 0.0% |
| Q4 2022 | $876 | -99.9% | 19,556 | -4.9% | 0.01% | 0.0% |
| Q3 2022 | $865,000 | -4.7% | 20,556 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $908,000 | -17.3% | 20,556 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $1,098,000 | -66.2% | 20,556 | -34.2% | 0.01% | -31.2% |
| Q3 2021 | $3,244,000 | +99.1% | 31,238 | +99.9% | 0.02% | 0.0% |
| Q2 2021 | $1,629,000 | +4.6% | 15,626 | -3.0% | 0.02% | +6.7% |
| Q1 2021 | $1,558,000 | -2.1% | 16,112 | -7.9% | 0.02% | -16.7% |
| Q4 2020 | $1,592,000 | +11.8% | 17,501 | -1.9% | 0.02% | -5.3% |
| Q3 2020 | $1,424,000 | -0.1% | 17,843 | -8.1% | 0.02% | -20.8% |
| Q2 2020 | $1,426,000 | +20.4% | 19,416 | -1.1% | 0.02% | 0.0% |
| Q1 2020 | $1,184,000 | -23.6% | 19,630 | -2.5% | 0.02% | 0.0% |
| Q4 2019 | $1,549,000 | +8.1% | 20,125 | -0.3% | 0.02% | +9.1% |
| Q3 2019 | $1,433,000 | +0.4% | 20,179 | -0.2% | 0.02% | 0.0% |
| Q2 2019 | $1,427,000 | +4.1% | 20,225 | +0.5% | 0.02% | +4.8% |
| Q1 2019 | $1,371,000 | +17.3% | 20,127 | +3.2% | 0.02% | +5.0% |
| Q4 2018 | $1,169,000 | -14.9% | 19,510 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $1,373,000 | +6.7% | 19,510 | +0.0% | 0.02% | 0.0% |
| Q2 2018 | $1,287,000 | +309.9% | 19,509 | +296.4% | 0.02% | +185.7% |
| Q1 2018 | $314,000 | -1.3% | 4,922 | +0.0% | 0.01% | 0.0% |
| Q4 2017 | $318,000 | +6.0% | 4,921 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $300,000 | +7.5% | 4,921 | +3.1% | 0.01% | 0.0% |
| Q2 2017 | $279,000 | +2.6% | 4,773 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $272,000 | +5.0% | 4,773 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $259,000 | +3.6% | 4,773 | 0.0% | 0.01% | +16.7% |
| Q3 2016 | $250,000 | – | 4,773 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
| HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
| Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
| AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
| Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
| SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
| WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
| Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
| Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
| Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |