SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. 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 | $18,644 | -3.6% | 374 | 0.0% | 0.00% | – |
| Q2 2023 | $19,336 | +8.0% | 374 | 0.0% | 0.00% | – |
| Q1 2023 | $17,896 | +6.8% | 374 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $16,759 | +4.7% | 374 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -5.9% | 374 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 374 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $20,000 | -4.8% | 374 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -44.7% | 187 | -48.6% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +8.6% | 364 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +20.7% | 364 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | +22.7% | 364 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -42.1% | 364 | -26.3% | 0.00% | -50.0% |
| Q4 2019 | $38,000 | +8.6% | 494 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | +288.9% | 494 | +280.0% | 0.00% | +100.0% |
| Q1 2019 | $9,000 | +12.5% | 130 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 130 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | +12.5% | 130 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | 0.0% | 130 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $8,000 | 0.0% | 130 | -18.8% | 0.00% | 0.0% |
| Q2 2015 | $8,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | -38.5% | 160 | -38.5% | 0.00% | -50.0% |
| Q4 2014 | $13,000 | -7.1% | 260 | -13.3% | 0.00% | -33.3% |
| Q3 2014 | $14,000 | +27.3% | 300 | +20.0% | 0.00% | 0.0% |
| Q1 2014 | $11,000 | – | 250 | – | 0.00% | – |
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% |