SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,613 | -14.1% | 460 | – | 0.01% | -11.1% |
| Q3 2022 | $24,000 | -7.7% | 0 | -100.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -16.1% | 578 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | +63.2% | 578 | +209.1% | 0.01% | +50.0% |
| Q3 2021 | $19,000 | 0.0% | 187 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | -50.0% | 180 | -66.4% | 0.01% | -53.8% |
| Q3 2019 | $38,000 | -73.6% | 535 | -76.2% | 0.01% | -71.1% |
| Q1 2018 | $144,000 | -0.7% | 2,250 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $145,000 | +5.8% | 2,250 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $137,000 | +1145.5% | 2,250 | +900.0% | 0.04% | +1000.0% |
| Q4 2015 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | -8.3% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 225 | – | 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% |