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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,665,237 | +11.7% | 73,525 | +15.9% | 0.02% | 0.0% |
| Q2 2023 | $3,280,714 | +79.3% | 63,457 | +66.0% | 0.02% | +76.9% |
| Q1 2023 | $1,829,484 | +24.9% | 38,234 | +17.0% | 0.01% | +8.3% |
| Q4 2022 | $1,464,635 | +14.8% | 32,685 | +7.6% | 0.01% | -25.0% |
| Q3 2022 | $1,276,000 | -4.6% | 30,390 | +0.4% | 0.02% | -5.9% |
| Q2 2022 | $1,337,000 | -11.5% | 30,258 | +6.9% | 0.02% | -5.6% |
| Q1 2022 | $1,511,000 | +24.6% | 28,295 | +163.7% | 0.02% | +20.0% |
| Q4 2021 | $1,213,000 | -8.4% | 10,730 | -15.8% | 0.02% | -16.7% |
| Q3 2021 | $1,324,000 | +0.5% | 12,750 | +1.0% | 0.02% | -5.3% |
| Q2 2021 | $1,317,000 | +78.0% | 12,627 | +65.0% | 0.02% | +18.8% |
| Q1 2021 | $740,000 | +31.7% | 7,655 | +24.0% | 0.02% | +23.1% |
| Q4 2020 | $562,000 | -2.1% | 6,172 | -14.3% | 0.01% | -13.3% |
| Q3 2020 | $574,000 | +4.6% | 7,205 | -3.6% | 0.02% | 0.0% |
| Q2 2020 | $549,000 | -18.9% | 7,472 | -33.3% | 0.02% | -31.8% |
| Q1 2020 | $677,000 | +9.4% | 11,198 | +39.3% | 0.02% | +29.4% |
| Q4 2019 | $619,000 | +30.0% | 8,039 | +20.2% | 0.02% | +21.4% |
| Q3 2019 | $476,000 | +15.0% | 6,690 | +14.1% | 0.01% | +7.7% |
| Q2 2019 | $414,000 | +36.2% | 5,862 | +31.2% | 0.01% | +30.0% |
| Q1 2019 | $304,000 | +23.1% | 4,468 | +9.0% | 0.01% | 0.0% |
| Q4 2018 | $247,000 | +10.3% | 4,100 | +28.6% | 0.01% | +25.0% |
| Q3 2018 | $224,000 | -10.4% | 3,189 | -18.2% | 0.01% | -27.3% |
| Q1 2018 | $250,000 | -0.4% | 3,897 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $251,000 | +7.7% | 3,893 | +0.6% | 0.01% | 0.0% |
| Q3 2017 | $233,000 | – | 3,868 | – | 0.01% | – |
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% |