SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $89,984,000 | -1.0% | 866,393 | -0.6% | 2.02% | -4.7% |
| Q2 2021 | $90,859,000 | +6.0% | 871,381 | -1.7% | 2.12% | -4.6% |
| Q1 2021 | $85,743,000 | +5.0% | 886,597 | -1.2% | 2.22% | -4.4% |
| Q4 2020 | $81,690,000 | +36.7% | 897,792 | +19.7% | 2.32% | +13.3% |
| Q3 2020 | $59,754,000 | +6.4% | 750,300 | -1.8% | 2.05% | -9.5% |
| Q2 2020 | $56,155,000 | -4.9% | 764,320 | -21.8% | 2.26% | -32.3% |
| Q1 2020 | $59,029,000 | -21.6% | 976,814 | -0.2% | 3.34% | -4.5% |
| Q4 2019 | $75,257,000 | +4.6% | 978,891 | -3.3% | 3.50% | -5.7% |
| Q3 2019 | $71,930,000 | +2.1% | 1,012,815 | +1.4% | 3.71% | -0.6% |
| Q2 2019 | $70,473,000 | +6.3% | 999,189 | +2.6% | 3.73% | +8.1% |
| Q1 2019 | $66,275,000 | +11.6% | 973,918 | -1.7% | 3.45% | -1.5% |
| Q4 2018 | $59,390,000 | +39.2% | 990,984 | +63.5% | 3.50% | +36.1% |
| Q3 2018 | $42,657,000 | +10.9% | 606,016 | +4.0% | 2.57% | -7.9% |
| Q2 2018 | $38,467,000 | +5.7% | 582,924 | +2.2% | 2.79% | +10.8% |
| Q1 2018 | $36,378,000 | -0.1% | 570,271 | +1.1% | 2.52% | +1.1% |
| Q4 2017 | $36,399,000 | +7.6% | 564,150 | +1.6% | 2.49% | -6.6% |
| Q3 2017 | $33,814,000 | +6.1% | 555,151 | +1.8% | 2.67% | -4.6% |
| Q2 2017 | $31,876,000 | +4.1% | 545,266 | +1.6% | 2.80% | +5.9% |
| Q1 2017 | $30,629,000 | +26.2% | 536,793 | +19.8% | 2.64% | +20.5% |
| Q4 2016 | $24,272,000 | +16.0% | 447,991 | +12.0% | 2.19% | +14.4% |
| Q3 2016 | $20,922,000 | +6.1% | 399,884 | +2.0% | 1.92% | +2.3% |
| Q2 2016 | $19,712,000 | +7.2% | 391,886 | +5.0% | 1.88% | +3.3% |
| Q1 2016 | $18,387,000 | -1.3% | 373,103 | -1.8% | 1.82% | +6.9% |
| Q4 2015 | $18,628,000 | +22.9% | 379,848 | +16.2% | 1.70% | +6.4% |
| Q3 2015 | $15,156,000 | +22.6% | 326,780 | +32.8% | 1.60% | +32.1% |
| Q2 2015 | $12,362,000 | +72.3% | 246,113 | +73.2% | 1.21% | +71.6% |
| Q1 2015 | $7,174,000 | +22.3% | 142,124 | +20.7% | 0.70% | +18.5% |
| Q4 2014 | $5,864,000 | +21.5% | 117,705 | +16.0% | 0.59% | +22.0% |
| Q3 2014 | $4,825,000 | +1.6% | 101,463 | +1.9% | 0.49% | -9.5% |
| Q2 2014 | $4,751,000 | +85.7% | 99,563 | +77.9% | 0.54% | +61.6% |
| Q1 2014 | $2,558,000 | +127.6% | 55,953 | +124.1% | 0.33% | +113.5% |
| Q4 2013 | $1,124,000 | +72.9% | 24,969 | +57.9% | 0.16% | +51.5% |
| Q3 2013 | $650,000 | +75.2% | 15,814 | +65.7% | 0.10% | +53.7% |
| Q2 2013 | $371,000 | – | 9,545 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |