SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $332,000 | -21.5% | 5,500 | 0.0% | 0.07% | -16.5% |
| Q4 2019 | $423,000 | +8.2% | 5,500 | 0.0% | 0.08% | +11.8% |
| Q3 2019 | $391,000 | +0.8% | 5,500 | 0.0% | 0.08% | +13.4% |
| Q2 2019 | $388,000 | +3.7% | 5,500 | 0.0% | 0.07% | +1.5% |
| Q1 2019 | $374,000 | +13.3% | 5,500 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $330,000 | -14.7% | 5,500 | 0.0% | 0.07% | -1.5% |
| Q3 2018 | $387,000 | +6.6% | 5,500 | 0.0% | 0.07% | +4.7% |
| Q2 2018 | $363,000 | +3.4% | 5,500 | 0.0% | 0.06% | +16.4% |
| Q1 2018 | $351,000 | -1.1% | 5,500 | 0.0% | 0.06% | -6.8% |
| Q4 2017 | $355,000 | +6.0% | 5,500 | 0.0% | 0.06% | +1.7% |
| Q3 2017 | $335,000 | -4.6% | 5,500 | -8.3% | 0.06% | -1.7% |
| Q2 2017 | $351,000 | -5.4% | 6,000 | -7.7% | 0.06% | +20.4% |
| Q1 2017 | $371,000 | +9.1% | 6,500 | 0.0% | 0.05% | -18.3% |
| Q3 2016 | $340,000 | -56.0% | 6,500 | -65.8% | 0.06% | -31.8% |
| Q2 2016 | $773,000 | +49.5% | 19,000 | +81.0% | 0.09% | -34.3% |
| Q1 2016 | $517,000 | +0.4% | 10,500 | 0.0% | 0.13% | +6.3% |
| Q4 2015 | $515,000 | +16.8% | 10,500 | +10.5% | 0.13% | +17.8% |
| Q3 2015 | $441,000 | +2.6% | 9,500 | +11.8% | 0.11% | +94.5% |
| Q2 2015 | $430,000 | +0.2% | 8,500 | 0.0% | 0.06% | +12.2% |
| Q1 2015 | $429,000 | +20.2% | 8,500 | +13.3% | 0.05% | +104.2% |
| Q3 2014 | $357,000 | – | 7,500 | – | 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% |