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 2023 | $7,197,107 | +7.0% | 144,375 | +11.0% | 0.01% | 0.0% |
| Q2 2023 | $6,726,143 | +8.8% | 130,099 | +0.7% | 0.01% | +20.0% |
| Q1 2023 | $6,184,461 | +107.0% | 129,247 | +93.9% | 0.01% | +66.7% |
| Q4 2022 | $2,986,979 | +8.7% | 66,659 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $2,749,000 | -18.5% | 65,467 | -14.2% | 0.00% | 0.0% |
| Q2 2022 | $3,373,000 | -14.5% | 76,333 | +3.3% | 0.00% | 0.0% |
| Q1 2022 | $3,944,000 | +10.9% | 73,871 | +134.8% | 0.00% | 0.0% |
| Q4 2021 | $3,556,000 | +8.7% | 31,467 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $3,270,000 | -3.1% | 31,485 | -2.7% | 0.00% | 0.0% |
| Q2 2021 | $3,374,000 | +13.8% | 32,356 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $2,966,000 | -5.0% | 30,671 | -10.6% | 0.00% | 0.0% |
| Q4 2020 | $3,121,000 | +14.2% | 34,304 | +0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,732,000 | +25.6% | 34,299 | +15.8% | 0.00% | 0.0% |
| Q2 2020 | $2,176,000 | +25.4% | 29,619 | +3.1% | 0.00% | 0.0% |
| Q1 2020 | $1,735,000 | -25.0% | 28,715 | -4.5% | 0.00% | 0.0% |
| Q4 2019 | $2,312,000 | +14.1% | 30,070 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $2,026,000 | +3.4% | 28,522 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $1,960,000 | +7.1% | 27,791 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $1,830,000 | +4.6% | 26,890 | -7.9% | 0.00% | 0.0% |
| Q4 2018 | $1,750,000 | -29.2% | 29,208 | -16.8% | 0.00% | -25.0% |
| Q3 2018 | $2,472,000 | -1.7% | 35,116 | -7.8% | 0.00% | 0.0% |
| Q2 2018 | $2,514,000 | +11.5% | 38,093 | +7.8% | 0.00% | 0.0% |
| Q1 2018 | $2,255,000 | -3.7% | 35,349 | -2.6% | 0.00% | 0.0% |
| Q4 2017 | $2,342,000 | +27.5% | 36,294 | +20.3% | 0.00% | 0.0% |
| Q3 2017 | $1,837,000 | +1.3% | 30,162 | -2.7% | 0.00% | 0.0% |
| Q2 2017 | $1,813,000 | +10.3% | 31,012 | +7.6% | 0.00% | 0.0% |
| Q1 2017 | $1,644,000 | -64.4% | 28,810 | -66.2% | 0.00% | -66.7% |
| Q4 2016 | $4,623,000 | +39.9% | 85,328 | +35.1% | 0.01% | +33.3% |
| Q3 2016 | $3,305,000 | +0.7% | 63,173 | -3.2% | 0.01% | -10.0% |
| Q2 2016 | $3,281,000 | +27.4% | 65,230 | +24.8% | 0.01% | +11.1% |
| Q1 2016 | $2,575,000 | +231.4% | 52,257 | +207.4% | 0.01% | +80.0% |
| Q1 2014 | $777,000 | – | 16,998 | – | 0.01% | – |
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% |