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 2023 | $114,632 | -3.6% | 2,300 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $118,910 | +8.1% | 2,300 | 0.0% | 0.05% | +3.9% |
| Q1 2023 | $110,032 | +6.8% | 2,300 | 0.0% | 0.05% | +6.2% |
| Q4 2022 | $103,063 | +6.3% | 2,300 | 0.0% | 0.05% | -4.0% |
| Q3 2022 | $97,000 | -4.9% | 2,300 | 0.0% | 0.05% | +4.2% |
| Q2 2022 | $102,000 | -17.1% | 2,300 | 0.0% | 0.05% | -9.4% |
| Q1 2022 | $123,000 | -5.4% | 2,300 | +100.0% | 0.05% | +3.9% |
| Q4 2021 | $130,000 | +9.2% | 1,150 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $119,000 | -0.8% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $120,000 | +8.1% | 1,150 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $111,000 | +5.7% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $105,000 | +14.1% | 1,150 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $92,000 | +9.5% | 1,150 | 0.0% | 0.05% | +4.5% |
| Q2 2020 | $84,000 | +21.7% | 1,150 | 0.0% | 0.04% | +7.3% |
| Q1 2020 | $69,000 | -21.6% | 1,150 | 0.0% | 0.04% | -2.4% |
| Q4 2019 | $88,000 | +7.3% | 1,150 | 0.0% | 0.04% | +2.4% |
| Q3 2019 | $82,000 | +1.2% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $81,000 | – | 1,150 | – | 0.04% | – |
Download | ||||||
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% |