SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,330,000 | +11.0% | 43,308 | +2.5% | 0.22% | -2.7% |
| Q3 2019 | $3,001,000 | -20.6% | 42,257 | -21.1% | 0.22% | -24.9% |
| Q2 2019 | $3,778,000 | +30.4% | 53,564 | +25.8% | 0.30% | +23.8% |
| Q1 2019 | $2,897,000 | +14.6% | 42,569 | +0.9% | 0.24% | +2.1% |
| Q4 2018 | $2,528,000 | -10.1% | 42,195 | +5.6% | 0.24% | -13.9% |
| Q3 2018 | $2,812,000 | +7.3% | 39,950 | +0.6% | 0.27% | +0.7% |
| Q2 2018 | $2,621,000 | +228.0% | 39,719 | +217.2% | 0.27% | +201.1% |
| Q1 2018 | $799,000 | +1.3% | 12,522 | +3.3% | 0.09% | +5.9% |
| Q4 2017 | $789,000 | +6.3% | 12,126 | -0.6% | 0.08% | +1.2% |
| Q3 2017 | $742,000 | +8.0% | 12,194 | +3.8% | 0.08% | +5.0% |
| Q2 2017 | $687,000 | +5.9% | 11,747 | +3.4% | 0.08% | 0.0% |
| Q1 2017 | $649,000 | +5.7% | 11,366 | +0.2% | 0.08% | -2.4% |
| Q4 2016 | $614,000 | +104.0% | 11,342 | +97.1% | 0.08% | +64.0% |
| Q3 2016 | $301,000 | +4.2% | 5,755 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $289,000 | +3512.5% | 5,755 | +3637.0% | 0.05% | +4900.0% |
| Q1 2016 | $8,000 | 0.0% | 154 | +0.7% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | +14.3% | 153 | +0.7% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 152 | +0.7% | 0.00% | -50.0% |
| Q2 2015 | $8,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | -75.0% | 151 | -76.8% | 0.00% | -71.4% |
| Q4 2014 | $32,000 | +88.2% | 650 | +86.2% | 0.01% | +75.0% |
| Q3 2014 | $17,000 | +142.9% | 349 | +134.2% | 0.00% | +100.0% |
| Q2 2014 | $7,000 | – | 149 | – | 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% |