SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,742 | -81.7% | 55 | -84.4% | 0.00% | -100.0% |
Q3 2022 | $15,000 | +200.0% | 352 | +441.5% | 0.00% | – |
Q2 2020 | $5,000 | -16.7% | 65 | -38.7% | 0.00% | -100.0% |
Q1 2020 | $6,000 | -53.8% | 106 | -37.6% | 0.00% | 0.0% |
Q4 2019 | $13,000 | -7.1% | 170 | -12.8% | 0.00% | 0.0% |
Q3 2019 | $14,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $14,000 | +7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $13,000 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $14,000 | +7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $13,000 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $12,000 | -7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $13,000 | – | 195 | – | 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% |