SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,971 | -0.7% | 1,103 | +3.0% | 0.01% | -7.1% |
| Q2 2023 | $55,357 | +16.5% | 1,071 | +7.9% | 0.01% | +7.7% |
| Q1 2023 | $47,502 | +6.8% | 993 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44,484 | -46.4% | 993 | -49.9% | 0.01% | -50.0% |
| Q3 2022 | $83,000 | +4050.0% | 1,982 | +9338.1% | 0.03% | +2500.0% |
| Q3 2020 | $2,000 | -33.3% | 21 | -41.7% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -75.0% | 36 | -65.4% | 0.00% | -66.7% |
| Q4 2019 | $8,000 | -11.1% | 104 | -13.3% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | – | 120 | – | 0.00% | – |
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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% |