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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $744,586 | +11.7% | 13,375 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $666,744 | -7.1% | 13,375 | -3.7% | 0.02% | -3.8% |
| Q2 2023 | $717,699 | +8.0% | 13,882 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $664,254 | +106693.2% | 13,882 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $622 | -99.9% | 13,882 | -1.6% | 0.03% | -3.7% |
| Q3 2022 | $592,000 | -5.0% | 14,106 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $623,000 | -17.3% | 14,106 | 0.0% | 0.03% | -3.6% |
| Q1 2022 | $753,000 | -10.9% | 14,106 | +88.6% | 0.03% | -9.7% |
| Q4 2021 | $845,000 | +8.8% | 7,479 | 0.0% | 0.03% | -3.1% |
| Q3 2021 | $777,000 | +1.2% | 7,479 | +1.5% | 0.03% | -3.0% |
| Q2 2021 | $768,000 | +7.9% | 7,367 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $712,000 | +12.7% | 7,367 | +6.1% | 0.03% | +3.1% |
| Q4 2020 | $632,000 | +14.3% | 6,941 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $553,000 | +8.4% | 6,941 | 0.0% | 0.03% | -3.0% |
| Q2 2020 | $510,000 | +21.7% | 6,941 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $419,000 | -21.5% | 6,941 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $534,000 | +8.3% | 6,941 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $493,000 | -11.6% | 6,941 | -12.3% | 0.03% | -15.4% |
| Q2 2019 | $558,000 | -99.9% | 7,916 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $538,684,000 | +13.5% | 7,916 | 0.0% | 0.04% | -4.9% |
| Q4 2018 | $474,406,000 | -14.9% | 7,916 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $557,207,000 | +6.7% | 7,916 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $522,377,000 | +3.4% | 7,916 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $504,962,000 | -1.1% | 7,916 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $510,740,000 | +5.9% | 7,916 | 0.0% | 0.04% | +5.0% |
| Q3 2017 | $482,164,000 | +4.2% | 7,916 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $462,769,000 | – | 7,916 | – | 0.04% | – |
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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% |