SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,635,968 | -54.5% | 32,818 | -52.8% | 0.00% | 0.0% |
| Q2 2023 | $3,596,796 | -83.2% | 69,570 | +8.3% | 0.00% | -83.3% |
| Q1 2023 | $21,373,958 | +2026.4% | 64,264 | +96.4% | 0.02% | +700.0% |
| Q4 2022 | $1,005,191 | -38.8% | 32,713 | -16.4% | 0.00% | -25.0% |
| Q3 2022 | $1,642,000 | +0.4% | 39,110 | +5.7% | 0.00% | 0.0% |
| Q2 2022 | $1,635,000 | -19.1% | 37,002 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $2,021,000 | -15.9% | 37,857 | +78.1% | 0.00% | -20.0% |
| Q4 2021 | $2,403,000 | +9.3% | 21,258 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $2,198,000 | +103.3% | 21,162 | +104.0% | 0.01% | +150.0% |
| Q2 2021 | $1,081,000 | +105.5% | 10,372 | +90.6% | 0.00% | +100.0% |
| Q1 2021 | $526,000 | +15.4% | 5,441 | +8.6% | 0.00% | 0.0% |
| Q4 2020 | $456,000 | +13.2% | 5,008 | -1.0% | 0.00% | 0.0% |
| Q3 2020 | $403,000 | +40.4% | 5,059 | +6.6% | 0.00% | 0.0% |
| Q1 2020 | $287,000 | -15.6% | 4,746 | +7.3% | 0.00% | 0.0% |
| Q4 2019 | $340,000 | +6.9% | 4,422 | -1.1% | 0.00% | 0.0% |
| Q3 2019 | $318,000 | -10.4% | 4,472 | -11.1% | 0.00% | 0.0% |
| Q2 2019 | $355,000 | -88.6% | 5,029 | -89.0% | 0.00% | -91.7% |
| Q1 2019 | $3,112,000 | +193.0% | 45,727 | +158.1% | 0.01% | +140.0% |
| Q4 2018 | $1,062,000 | +279.3% | 17,718 | +344.8% | 0.01% | +400.0% |
| Q3 2018 | $280,000 | +3.7% | 3,983 | -2.6% | 0.00% | 0.0% |
| Q2 2018 | $270,000 | +3.4% | 4,088 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $261,000 | +8.8% | 4,088 | +10.0% | 0.00% | 0.0% |
| Q4 2017 | $240,000 | +3.9% | 3,716 | -1.8% | 0.00% | 0.0% |
| Q3 2017 | $231,000 | -60.8% | 3,785 | -63.4% | 0.00% | -75.0% |
| Q1 2017 | $590,000 | – | 10,332 | – | 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% |