SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,743 | -1.1% | 95,144 | +2.5% | 0.03% | -3.3% |
| Q2 2023 | $4,798 | +52.4% | 92,806 | +41.1% | 0.03% | +42.9% |
| Q1 2023 | $3,148 | +49.2% | 65,786 | +39.7% | 0.02% | +31.2% |
| Q4 2022 | $2,110 | -99.9% | 47,083 | -21.8% | 0.02% | -20.0% |
| Q3 2022 | $2,528,000 | +71.4% | 60,209 | +80.4% | 0.02% | +81.8% |
| Q2 2022 | $1,475,000 | -15.2% | 33,374 | +2.4% | 0.01% | -8.3% |
| Q1 2022 | $1,740,000 | -1.8% | 32,597 | +107.9% | 0.01% | 0.0% |
| Q4 2021 | $1,772,000 | +21.0% | 15,678 | +11.6% | 0.01% | 0.0% |
| Q2 2021 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,465,000 | 0.0% | 14,046 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,465,000 | +41.5% | 14,046 | -18.6% | 0.01% | -53.8% |
| Q4 2018 | $1,035,000 | -19.8% | 17,265 | -5.9% | 0.03% | -21.2% |
| Q3 2018 | $1,291,000 | +43.8% | 18,346 | +34.8% | 0.03% | +10.0% |
| Q2 2018 | $898,000 | +185.1% | 13,614 | +176.0% | 0.03% | +130.8% |
| Q1 2018 | $315,000 | -0.9% | 4,932 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $318,000 | +6.0% | 4,932 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $300,000 | -52.5% | 4,932 | -54.4% | 0.01% | -56.2% |
| Q2 2017 | $632,000 | +2.4% | 10,813 | 0.0% | 0.03% | -8.6% |
| Q1 2017 | $617,000 | -1.4% | 10,813 | -6.3% | 0.04% | -7.9% |
| Q4 2016 | $626,000 | -21.8% | 11,546 | -24.6% | 0.04% | -30.9% |
| Q3 2016 | $801,000 | +391.4% | 15,309 | +372.2% | 0.06% | +358.3% |
| Q2 2016 | $163,000 | – | 3,242 | – | 0.01% | – |
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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% |