SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,851,370 | -3.6% | 57,199 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $2,957,188 | +8.0% | 57,199 | 0.0% | 0.12% | +3.5% |
| Q1 2023 | $2,736,972 | +6.8% | 57,199 | 0.0% | 0.11% | +6.5% |
| Q4 2022 | $2,563,087 | +6.7% | 57,199 | -0.1% | 0.11% | +2.9% |
| Q3 2022 | $2,403,000 | -5.8% | 57,234 | -0.9% | 0.10% | -1.9% |
| Q2 2022 | $2,551,000 | -20.0% | 57,734 | -3.3% | 0.11% | -1.9% |
| Q1 2022 | $3,189,000 | -2.5% | 59,734 | +106.4% | 0.11% | +13.7% |
| Q4 2021 | $3,270,000 | +12.4% | 28,937 | +3.3% | 0.10% | +4.4% |
| Q3 2021 | $2,909,000 | +1.7% | 28,010 | +2.1% | 0.09% | +3.4% |
| Q2 2021 | $2,861,000 | +10.2% | 27,443 | +2.2% | 0.09% | +2.3% |
| Q1 2021 | $2,597,000 | +7.0% | 26,858 | +0.7% | 0.09% | +1.2% |
| Q4 2020 | $2,428,000 | +27.7% | 26,683 | +11.7% | 0.08% | +1.2% |
| Q3 2020 | $1,902,000 | +7.9% | 23,883 | +4.5% | 0.08% | -1.2% |
| Q2 2020 | $1,763,000 | +46.7% | 22,853 | +27.3% | 0.08% | +9.0% |
| Q1 2020 | $1,202,000 | -26.0% | 17,953 | -13.1% | 0.08% | +2.6% |
| Q4 2019 | $1,625,000 | +9.4% | 20,653 | -0.5% | 0.08% | -1.3% |
| Q3 2019 | $1,486,000 | +12.9% | 20,763 | +11.3% | 0.08% | +8.5% |
| Q2 2019 | $1,316,000 | +3.1% | 18,653 | +3.3% | 0.07% | -1.4% |
| Q1 2019 | $1,277,000 | +12.7% | 18,053 | -4.5% | 0.07% | -13.3% |
| Q4 2018 | $1,133,000 | -1.7% | 18,903 | +6.8% | 0.08% | +25.8% |
| Q3 2018 | $1,153,000 | -4.9% | 17,703 | 0.0% | 0.07% | -14.3% |
| Q2 2018 | $1,213,000 | +6.7% | 17,703 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $1,137,000 | -7.5% | 17,703 | -1.1% | 0.08% | -2.6% |
| Q4 2017 | $1,229,000 | +29.2% | 17,903 | +17.1% | 0.08% | +32.2% |
| Q3 2017 | $951,000 | +8.6% | 15,285 | +4.1% | 0.06% | 0.0% |
| Q2 2017 | $876,000 | +7.1% | 14,685 | +2.1% | 0.06% | +5.4% |
| Q1 2017 | $818,000 | +7.2% | 14,385 | +4.0% | 0.06% | 0.0% |
| Q4 2016 | $763,000 | – | 13,831 | – | 0.06% | – |
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% |