SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 670 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $144,578 | +3.0% | 2,300 | 0.0% | 0.06% | +6.6% |
| Q1 2024 | $140,392 | +9.6% | 2,300 | 0.0% | 0.06% | +8.9% |
| Q4 2023 | $128,041 | +11.7% | 2,300 | 0.0% | 0.06% | +3.7% |
| 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 | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |