SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,007,768 | -3.6% | 20,216 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,045,166 | +28.4% | 20,216 | +18.8% | 0.01% | +25.0% |
| Q1 2023 | $814,072 | +6.8% | 17,013 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $762,354 | +6.6% | 17,013 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $715,000 | -4.9% | 17,017 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $752,000 | -17.3% | 17,017 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $909,000 | -7.8% | 17,026 | +95.1% | 0.00% | 0.0% |
| Q4 2021 | $986,000 | +12.0% | 8,728 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $880,000 | -5.7% | 8,472 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $933,000 | -47.2% | 8,947 | -51.0% | 0.00% | 0.0% |
| Q1 2021 | $1,766,000 | +318.5% | 18,264 | +293.6% | 0.00% | +100.0% |
| Q4 2020 | $422,000 | +12.5% | 4,640 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | 0.0% | 4,705 | -7.8% | 0.00% | 0.0% |
| Q2 2020 | $375,000 | -94.7% | 5,103 | -95.6% | 0.00% | -95.7% |
| Q1 2020 | $7,055,000 | +2864.3% | 116,751 | +2886.7% | 0.05% | +4600.0% |
| Q3 2017 | $238,000 | – | 3,909 | – | 0.00% | – |
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% |