SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,838 | -3.6% | 18,593 | 0.0% | 0.07% | -2.8% |
| Q2 2023 | $961,234 | +8.0% | 18,593 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $889,652 | +1.3% | 18,593 | -5.1% | 0.07% | -5.3% |
| Q4 2022 | $877,941 | +6.7% | 19,593 | 0.0% | 0.08% | -2.6% |
| Q3 2022 | $823,000 | -5.0% | 19,593 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $866,000 | -17.2% | 19,593 | 0.0% | 0.08% | -5.1% |
| Q1 2022 | $1,046,000 | -5.5% | 19,593 | +99.9% | 0.08% | +1.3% |
| Q4 2021 | $1,107,000 | +8.7% | 9,799 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $1,018,000 | -0.4% | 9,799 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $1,022,000 | +7.8% | 9,799 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $948,000 | +6.3% | 9,799 | 0.0% | 0.08% | -5.6% |
| Q4 2020 | $892,000 | +119.2% | 9,799 | +91.9% | 0.09% | +83.7% |
| Q3 2020 | $407,000 | +8.5% | 5,106 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $375,000 | +21.4% | 5,106 | 0.0% | 0.05% | -2.0% |
| Q1 2020 | $309,000 | -21.4% | 5,106 | 0.0% | 0.05% | -1.9% |
| Q4 2019 | $393,000 | +8.3% | 5,106 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $363,000 | +0.8% | 5,106 | 0.0% | 0.05% | -3.7% |
| Q2 2019 | $360,000 | – | 5,106 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |