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 | $221,028 | -3.6% | 4,434 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $229,230 | -1.3% | 4,434 | -8.7% | 0.03% | -15.6% |
| Q1 2023 | $232,257 | -1.8% | 4,854 | -8.1% | 0.03% | -5.9% |
| Q4 2022 | $236,547 | +9.0% | 5,279 | +2.3% | 0.03% | -8.1% |
| Q3 2022 | $217,000 | +1.9% | 5,162 | +7.2% | 0.04% | +2.8% |
| Q2 2022 | $213,000 | -16.8% | 4,815 | +0.3% | 0.04% | -25.0% |
| Q1 2022 | $256,000 | -12.3% | 4,802 | +85.5% | 0.05% | 0.0% |
| Q4 2021 | $292,000 | -34.4% | 2,588 | -39.6% | 0.05% | -51.5% |
| Q3 2021 | $445,000 | +62.4% | 4,282 | +63.1% | 0.10% | +47.8% |
| Q2 2021 | $274,000 | +32.4% | 2,626 | +22.9% | 0.07% | +17.5% |
| Q1 2021 | $207,000 | -16.5% | 2,137 | -21.6% | 0.06% | -26.0% |
| Q4 2020 | $248,000 | -89.2% | 2,726 | -90.5% | 0.08% | -90.4% |
| Q3 2020 | $2,294,000 | -10.4% | 28,806 | -17.4% | 0.81% | -21.1% |
| Q2 2020 | $2,561,000 | +26.7% | 34,860 | +4.2% | 1.02% | +10.5% |
| Q1 2020 | $2,021,000 | -34.1% | 33,439 | -16.1% | 0.92% | -13.4% |
| Q4 2019 | $3,066,000 | -21.2% | 39,874 | -27.2% | 1.07% | -5.7% |
| Q3 2019 | $3,891,000 | +6076.2% | 54,788 | +6062.9% | 1.13% | +5863.2% |
| Q2 2019 | $63,000 | +3.3% | 889 | -0.2% | 0.02% | 0.0% |
| Q1 2019 | $61,000 | +15.1% | 891 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $53,000 | +32.5% | 891 | +57.7% | 0.02% | +38.5% |
| Q3 2018 | $40,000 | +8.1% | 565 | +0.4% | 0.01% | -31.6% |
| Q2 2018 | $37,000 | +2.8% | 563 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $36,000 | 0.0% | 563 | +0.7% | 0.02% | 0.0% |
| Q4 2017 | $36,000 | – | 559 | – | 0.02% | – |
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% |