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 2020 | $133,000 | +8.1% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $123,000 | -33.2% | 1,671 | -45.2% | 0.00% | -33.3% |
| Q1 2020 | $184,000 | -10.7% | 3,050 | +14.1% | 0.01% | +20.0% |
| Q4 2019 | $206,000 | +8.4% | 2,673 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $190,000 | +0.5% | 2,673 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $189,000 | +65.8% | 2,673 | +60.0% | 0.01% | +66.7% |
| Q1 2019 | $114,000 | +14.0% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $100,000 | -15.3% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $118,000 | +7.3% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $110,000 | +2.8% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $107,000 | -0.9% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $108,000 | +5.9% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $102,000 | +4.1% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $98,000 | +3.2% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $95,000 | +4.4% | 1,671 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $91,000 | -9.0% | 1,671 | -12.3% | 0.00% | 0.0% |
| Q3 2016 | $100,000 | +4.2% | 1,905 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $96,000 | -14.3% | 1,905 | -16.1% | 0.00% | -25.0% |
| Q1 2016 | $112,000 | – | 2,270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |