SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,581 | -3.6% | 51,784 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $2,677 | +6.9% | 51,784 | -1.1% | 0.04% | +2.7% |
| Q1 2023 | $2,505 | +34.3% | 52,345 | +25.7% | 0.04% | +42.3% |
| Q4 2022 | $1,865 | -99.9% | 41,628 | +12.4% | 0.03% | -3.7% |
| Q3 2022 | $1,556,000 | -6.8% | 37,047 | -2.0% | 0.03% | -6.9% |
| Q2 2022 | $1,670,000 | +8.1% | 37,795 | +30.6% | 0.03% | +26.1% |
| Q1 2022 | $1,545,000 | -7.9% | 28,947 | +95.0% | 0.02% | -20.7% |
| Q4 2021 | $1,678,000 | +6.4% | 14,847 | -2.2% | 0.03% | -3.3% |
| Q3 2021 | $1,577,000 | -0.9% | 15,185 | -0.5% | 0.03% | -6.2% |
| Q2 2021 | $1,592,000 | -2.2% | 15,268 | -9.2% | 0.03% | -5.9% |
| Q1 2021 | $1,627,000 | +46.2% | 16,819 | +37.6% | 0.03% | +30.8% |
| Q4 2020 | $1,113,000 | -20.0% | 12,227 | -30.0% | 0.03% | -27.8% |
| Q3 2020 | $1,391,000 | +5.0% | 17,460 | -3.2% | 0.04% | -5.3% |
| Q2 2020 | $1,325,000 | +17.5% | 18,038 | -3.4% | 0.04% | +2.7% |
| Q1 2020 | $1,128,000 | -25.8% | 18,670 | -5.6% | 0.04% | -2.6% |
| Q4 2019 | $1,520,000 | +22.6% | 19,771 | +13.3% | 0.04% | -2.6% |
| Q3 2019 | $1,240,000 | +2.6% | 17,456 | +1.9% | 0.04% | +2.6% |
| Q2 2019 | $1,208,000 | +49.1% | 17,123 | +43.9% | 0.04% | +11.8% |
| Q1 2019 | $810,000 | +15.7% | 11,898 | +1.9% | 0.03% | 0.0% |
| Q4 2018 | $700,000 | +2.0% | 11,678 | +19.9% | 0.03% | 0.0% |
| Q3 2018 | $686,000 | +10.3% | 9,741 | +3.3% | 0.03% | +6.2% |
| Q2 2018 | $622,000 | +16.0% | 9,431 | +12.3% | 0.03% | +10.3% |
| Q1 2018 | $536,000 | -22.4% | 8,399 | -21.6% | 0.03% | -32.6% |
| Q4 2017 | $691,000 | +18.5% | 10,707 | +11.9% | 0.04% | +7.5% |
| Q3 2017 | $583,000 | +5.4% | 9,565 | +1.1% | 0.04% | +2.6% |
| Q2 2017 | $553,000 | +79.5% | 9,465 | +51.5% | 0.04% | +8.3% |
| Q1 2016 | $308,000 | +3.4% | 6,248 | +2.9% | 0.04% | +33.3% |
| Q4 2015 | $298,000 | +2.8% | 6,070 | -2.8% | 0.03% | -20.6% |
| Q3 2015 | $290,000 | – | 6,245 | – | 0.03% | – |
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% |