SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $339,000 | +3.4% | 4,615 | -14.9% | 0.03% | -13.3% |
| Q1 2020 | $328,000 | -68.5% | 5,426 | -59.9% | 0.03% | -63.0% |
| Q4 2019 | $1,041,000 | +17.4% | 13,541 | +8.5% | 0.08% | +12.5% |
| Q3 2019 | $887,000 | +22.3% | 12,485 | +21.5% | 0.07% | +10.8% |
| Q2 2019 | $725,000 | +6.3% | 10,276 | +2.5% | 0.06% | +3.2% |
| Q1 2019 | $682,000 | +29.2% | 10,022 | +13.7% | 0.06% | +12.5% |
| Q4 2018 | $528,000 | -15.8% | 8,817 | -1.1% | 0.06% | -13.8% |
| Q3 2018 | $627,000 | +1.0% | 8,913 | -5.2% | 0.06% | -11.0% |
| Q2 2018 | $621,000 | +33.5% | 9,405 | +29.0% | 0.07% | +17.7% |
| Q1 2018 | $465,000 | +7.4% | 7,289 | +8.7% | 0.06% | +6.9% |
| Q4 2017 | $433,000 | +7.7% | 6,705 | +1.6% | 0.06% | -3.3% |
| Q3 2017 | $402,000 | +9.5% | 6,597 | +5.1% | 0.06% | 0.0% |
| Q2 2017 | $367,000 | +2.5% | 6,276 | +0.1% | 0.06% | -9.1% |
| Q1 2017 | $358,000 | +7.2% | 6,267 | +1.7% | 0.07% | -7.0% |
| Q4 2016 | $334,000 | +55.3% | 6,165 | +50.2% | 0.07% | +42.0% |
| Q3 2016 | $215,000 | +4.4% | 4,105 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $206,000 | +2.0% | 4,105 | 0.0% | 0.05% | -7.4% |
| Q1 2016 | $202,000 | +0.5% | 4,105 | 0.0% | 0.05% | -15.6% |
| Q4 2015 | $201,000 | -2.4% | 4,105 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $206,000 | – | 4,105 | – | 0.06% | – |
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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% |