SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092,005 | -3.9% | 21,906 | -0.4% | 0.06% | -1.6% |
| Q2 2023 | $1,136,872 | +107660.4% | 21,990 | -0.3% | 0.06% | +3.4% |
| Q1 2023 | $1,055 | -22.6% | 22,054 | -27.5% | 0.06% | -27.2% |
| Q4 2022 | $1,363 | -99.9% | 30,407 | +0.1% | 0.08% | +97.6% |
| Q3 2022 | $1,276,000 | -6.7% | 30,389 | -1.8% | 0.04% | -49.4% |
| Q2 2022 | $1,368,000 | -17.2% | 30,960 | +0.1% | 0.08% | -2.4% |
| Q1 2022 | $1,652,000 | -7.9% | 30,944 | +94.9% | 0.08% | -3.5% |
| Q4 2021 | $1,794,000 | +8.2% | 15,875 | -0.6% | 0.09% | -3.4% |
| Q3 2021 | $1,658,000 | -0.8% | 15,968 | -0.4% | 0.09% | +2.3% |
| Q2 2021 | $1,671,000 | +4.6% | 16,028 | -3.0% | 0.09% | -2.2% |
| Q1 2021 | $1,598,000 | -0.2% | 16,524 | -6.1% | 0.09% | -9.2% |
| Q4 2020 | $1,601,000 | +13.0% | 17,595 | -1.1% | 0.10% | 0.0% |
| Q3 2020 | $1,417,000 | -3.9% | 17,789 | -11.4% | 0.10% | -8.4% |
| Q2 2020 | $1,475,000 | +8.1% | 20,079 | -11.1% | 0.11% | -7.0% |
| Q1 2020 | $1,365,000 | -17.0% | 22,591 | +5.6% | 0.12% | +3.6% |
| Q4 2019 | $1,644,000 | +8.9% | 21,390 | +0.6% | 0.11% | -1.8% |
| Q3 2019 | $1,510,000 | +2.3% | 21,260 | +1.6% | 0.11% | +2.7% |
| Q2 2019 | $1,476,000 | +3.7% | 20,927 | +0.1% | 0.11% | +4.8% |
| Q1 2019 | $1,423,000 | +13.9% | 20,916 | +0.3% | 0.10% | +4.0% |
| Q4 2018 | $1,249,000 | -11.3% | 20,846 | +4.2% | 0.10% | +3.1% |
| Q3 2018 | $1,408,000 | +2.5% | 20,006 | -3.8% | 0.10% | -6.7% |
| Q2 2018 | $1,373,000 | +1.1% | 20,806 | -2.3% | 0.10% | -1.9% |
| Q1 2018 | $1,358,000 | -3.2% | 21,291 | -2.1% | 0.11% | -1.8% |
| Q4 2017 | $1,403,000 | +5.9% | 21,747 | -0.0% | 0.11% | +0.9% |
| Q3 2017 | $1,325,000 | -0.8% | 21,752 | -4.8% | 0.11% | -5.3% |
| Q2 2017 | $1,336,000 | -10.3% | 22,852 | -12.5% | 0.11% | -14.3% |
| Q1 2017 | $1,489,000 | – | 26,102 | – | 0.13% | – |
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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% |