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 2022 | $20,000 | -4.8% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 466 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -59.4% | 233 | -62.2% | 0.00% | -50.0% |
| Q3 2021 | $64,000 | 0.0% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $64,000 | +6.7% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +7.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +14.3% | 616 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $49,000 | +8.9% | 616 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +21.6% | 616 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $37,000 | -21.3% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -40.5% | 616 | -44.8% | 0.00% | -60.0% |
| Q3 2019 | $79,000 | 0.0% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,000 | +3.9% | 1,116 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $76,000 | -18.3% | 1,116 | -28.2% | 0.01% | -16.7% |
| Q4 2018 | $93,000 | +116.3% | 1,554 | +152.3% | 0.01% | +100.0% |
| Q3 2018 | $43,000 | +4.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $39,000 | -2.5% | 616 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $40,000 | +5.3% | 616 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $38,000 | – | 616 | – | 0.00% | – |
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% |