SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,626 | -3.6% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $72,224 | +8.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $66,832 | +6.8% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62,599 | +6.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | +34.1% | 1,397 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -17.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | -7.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +9.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +23.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -21.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +300.0% | 500 | +145.1% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 204 | +0.5% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 203 | +0.5% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 202 | +0.5% | 0.00% | – |
| Q4 2014 | $10,000 | – | 201 | – | 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% |