SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $245,000 | -10.9% | 3,450 | -11.6% | 0.02% | -16.7% |
| Q2 2019 | $275,000 | +22.2% | 3,904 | +18.3% | 0.02% | +20.0% |
| Q1 2019 | $225,000 | -53.5% | 3,301 | -59.2% | 0.02% | -54.5% |
| Q4 2018 | $484,000 | +89.1% | 8,082 | +122.3% | 0.03% | +106.2% |
| Q3 2018 | $256,000 | +13.3% | 3,636 | -21.0% | 0.02% | -27.3% |
| Q4 2015 | $226,000 | +3.2% | 4,600 | -2.5% | 0.02% | -29.0% |
| Q3 2015 | $219,000 | -7.6% | 4,720 | 0.0% | 0.03% | +34.8% |
| Q2 2015 | $237,000 | -4.4% | 4,720 | -4.1% | 0.02% | -4.2% |
| Q1 2015 | $248,000 | +1.2% | 4,920 | 0.0% | 0.02% | -4.0% |
| Q4 2014 | $245,000 | -7.9% | 4,920 | -12.0% | 0.02% | -13.8% |
| Q3 2014 | $266,000 | +7.7% | 5,590 | +7.9% | 0.03% | +11.5% |
| Q2 2014 | $247,000 | +4.2% | 5,180 | 0.0% | 0.03% | -3.7% |
| Q1 2014 | $237,000 | -74.4% | 5,180 | -74.9% | 0.03% | -75.5% |
| Q4 2013 | $927,000 | +11.7% | 20,605 | +2.0% | 0.11% | -0.9% |
| Q3 2013 | $830,000 | +5.6% | 20,205 | 0.0% | 0.11% | -8.3% |
| Q2 2013 | $786,000 | – | 20,205 | – | 0.12% | – |
Download | ||||||
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% |