SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,764 | -3.2% | 11,730 | +0.4% | 0.02% | +9.5% |
| Q2 2023 | $604,180 | +8.1% | 11,686 | +0.0% | 0.02% | -8.7% |
| Q1 2023 | $559,109 | +6.8% | 11,685 | +0.0% | 0.02% | +4.5% |
| Q4 2022 | $523,510 | -24.6% | 11,683 | -29.3% | 0.02% | -38.9% |
| Q3 2022 | $694,000 | -5.1% | 16,533 | +0.0% | 0.04% | -2.7% |
| Q2 2022 | $731,000 | -17.1% | 16,531 | +0.0% | 0.04% | -19.6% |
| Q1 2022 | $882,000 | -5.7% | 16,529 | +99.7% | 0.05% | +7.0% |
| Q4 2021 | $935,000 | +16.9% | 8,276 | +7.5% | 0.04% | +22.9% |
| Q3 2021 | $800,000 | +8.0% | 7,701 | +8.3% | 0.04% | +9.4% |
| Q2 2021 | $741,000 | +5.0% | 7,111 | -2.5% | 0.03% | -5.9% |
| Q1 2021 | $706,000 | +98.9% | 7,297 | +87.2% | 0.03% | +88.9% |
| Q4 2020 | $355,000 | +24.6% | 3,899 | +9.0% | 0.02% | 0.0% |
| Q3 2020 | $285,000 | +8.4% | 3,576 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $263,000 | +21.8% | 3,574 | +0.0% | 0.02% | -10.0% |
| Q1 2020 | $216,000 | -21.5% | 3,573 | +0.0% | 0.02% | +11.1% |
| Q4 2019 | $275,000 | +8.3% | 3,572 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $254,000 | +0.8% | 3,570 | +0.0% | 0.02% | -5.3% |
| Q2 2019 | $252,000 | +5.0% | 3,569 | +1.1% | 0.02% | 0.0% |
| Q1 2019 | $240,000 | +13.7% | 3,529 | +0.1% | 0.02% | -9.5% |
| Q4 2018 | $211,000 | -14.9% | 3,527 | +0.1% | 0.02% | +5.0% |
| Q3 2018 | $248,000 | +13.8% | 3,525 | +6.8% | 0.02% | +5.3% |
| Q2 2018 | $218,000 | +3.3% | 3,300 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $211,000 | -0.9% | 3,300 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $213,000 | +6.0% | 3,300 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $201,000 | – | 3,300 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |