SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,487,864 | -3.5% | 832,254 | +0.0% | 0.07% | +1.5% |
| Q2 2023 | $43,007,214 | -3.7% | 831,861 | -10.9% | 0.07% | -11.8% |
| Q1 2023 | $44,662,183 | +4.3% | 933,379 | -2.3% | 0.08% | -5.0% |
| Q4 2022 | $42,811,672 | +6.5% | 955,404 | -0.2% | 0.08% | +2.6% |
| Q3 2022 | $40,210,000 | -1.6% | 957,609 | +3.5% | 0.08% | +1.3% |
| Q2 2022 | $40,874,000 | -19.0% | 924,965 | -2.1% | 0.08% | +2.7% |
| Q1 2022 | $50,462,000 | -5.8% | 945,159 | +99.4% | 0.08% | +13.6% |
| Q4 2021 | $53,561,000 | +8.5% | 473,951 | -0.2% | 0.07% | -9.6% |
| Q3 2021 | $49,344,000 | -1.6% | 475,114 | -1.2% | 0.07% | -3.9% |
| Q2 2021 | $50,123,000 | +13.7% | 480,697 | +5.5% | 0.08% | +1.3% |
| Q1 2021 | $44,074,000 | -5.0% | 455,734 | -10.7% | 0.08% | -8.5% |
| Q4 2020 | $46,417,000 | +14.7% | 510,142 | +0.4% | 0.08% | -2.4% |
| Q3 2020 | $40,455,000 | +6.9% | 507,979 | -1.4% | 0.08% | -4.5% |
| Q2 2020 | $37,846,000 | +22.3% | 515,111 | +0.6% | 0.09% | -7.4% |
| Q1 2020 | $30,948,000 | -22.5% | 512,143 | -1.4% | 0.10% | -5.9% |
| Q4 2019 | $39,943,000 | +8.8% | 519,557 | +0.5% | 0.10% | -1.9% |
| Q3 2019 | $36,702,000 | +2.8% | 516,788 | +2.1% | 0.10% | +1.0% |
| Q2 2019 | $35,689,000 | -0.3% | 506,005 | -3.8% | 0.10% | 0.0% |
| Q1 2019 | $35,787,000 | +30.4% | 525,888 | +14.9% | 0.10% | +10.9% |
| Q4 2018 | $27,435,000 | -10.7% | 457,787 | +4.8% | 0.09% | +5.7% |
| Q3 2018 | $30,739,000 | +5.4% | 436,702 | -1.2% | 0.09% | -3.3% |
| Q2 2018 | $29,156,000 | +4.5% | 441,819 | +1.1% | 0.09% | 0.0% |
| Q1 2018 | $27,888,000 | -0.0% | 437,185 | +1.1% | 0.09% | +2.3% |
| Q4 2017 | $27,896,000 | +6.0% | 432,373 | +0.1% | 0.09% | +1.1% |
| Q3 2017 | $26,312,000 | +8.3% | 431,988 | +4.0% | 0.09% | +17.6% |
| Q2 2017 | $24,288,000 | +8.5% | 415,456 | +5.9% | 0.07% | -2.6% |
| Q1 2017 | $22,382,000 | +5.9% | 392,261 | +0.5% | 0.08% | +1.3% |
| Q4 2016 | $21,141,000 | +15.7% | 390,183 | +11.7% | 0.08% | +19.0% |
| Q3 2016 | $18,270,000 | +14.3% | 349,193 | +9.9% | 0.06% | +12.5% |
| Q2 2016 | $15,980,000 | +8.5% | 317,698 | +6.3% | 0.06% | +9.8% |
| Q1 2016 | $14,727,000 | +9.0% | 298,844 | +8.4% | 0.05% | +10.9% |
| Q4 2015 | $13,514,000 | +20.6% | 275,581 | +14.0% | 0.05% | +15.0% |
| Q3 2015 | $11,210,000 | +93.4% | 241,698 | +109.5% | 0.04% | +110.5% |
| Q2 2015 | $5,795,000 | +32.4% | 115,353 | +33.0% | 0.02% | +35.7% |
| Q1 2015 | $4,377,000 | +95.8% | 86,715 | +93.3% | 0.01% | +100.0% |
| Q4 2014 | $2,235,000 | +114.3% | 44,870 | +104.5% | 0.01% | +133.3% |
| Q3 2014 | $1,043,000 | +5.1% | 21,945 | +5.6% | 0.00% | 0.0% |
| Q2 2014 | $992,000 | +151.1% | 20,785 | +140.6% | 0.00% | +200.0% |
| Q1 2014 | $395,000 | +46.3% | 8,640 | +44.0% | 0.00% | 0.0% |
| Q4 2013 | $270,000 | -55.3% | 6,000 | -59.2% | 0.00% | -50.0% |
| Q3 2013 | $604,000 | +30.2% | 14,700 | +23.4% | 0.00% | 0.0% |
| Q2 2013 | $464,000 | – | 11,915 | – | 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% |