SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -5.5% | 5,770 | +100.0% | 0.10% | +68.4% |
| Q4 2021 | $326,000 | +8.7% | 2,885 | 0.0% | 0.06% | +35.7% |
| Q3 2021 | $300,000 | -0.3% | 2,885 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $301,000 | +7.9% | 2,885 | 0.0% | 0.04% | -12.0% |
| Q1 2021 | $279,000 | +6.1% | 2,885 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $263,000 | +14.3% | 2,885 | 0.0% | 0.05% | -8.5% |
| Q3 2020 | $230,000 | +8.5% | 2,885 | 0.0% | 0.06% | -16.9% |
| Q2 2020 | $212,000 | -4.5% | 2,885 | 0.0% | 0.07% | -2.7% |
| Q4 2019 | $222,000 | +8.3% | 2,885 | 0.0% | 0.07% | +49.0% |
| Q3 2019 | $205,000 | +1.0% | 2,885 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $203,000 | 0.0% | 2,885 | 0.0% | 0.05% | +6.7% |
| Q3 2018 | $203,000 | – | 2,885 | – | 0.04% | – |
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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% |