SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,686 | -9.4% | 24,427 | -6.0% | 0.37% | -6.3% |
| Q2 2023 | $1,344,190 | +4.9% | 26,000 | -2.9% | 0.40% | +0.5% |
| Q1 2023 | $1,280,888 | +5.3% | 26,769 | -1.3% | 0.40% | -0.5% |
| Q4 2022 | $1,215,850 | +6.5% | 27,133 | -0.2% | 0.40% | -2.5% |
| Q3 2022 | $1,142,000 | -5.2% | 27,198 | -0.3% | 0.41% | -1.2% |
| Q2 2022 | $1,205,000 | -18.3% | 27,277 | -1.3% | 0.41% | -3.7% |
| Q1 2022 | $1,475,000 | -3.8% | 27,630 | +103.7% | 0.43% | -0.2% |
| Q4 2021 | $1,533,000 | +9.4% | 13,562 | +0.9% | 0.43% | -9.9% |
| Q3 2021 | $1,401,000 | 0.0% | 13,436 | 0.0% | 0.48% | 0.0% |
| Q2 2021 | $1,401,000 | +8.5% | 13,436 | +0.7% | 0.48% | +1.1% |
| Q1 2021 | $1,291,000 | +21.7% | 13,348 | +14.4% | 0.47% | +10.6% |
| Q4 2020 | $1,061,000 | +17.9% | 11,666 | +3.2% | 0.43% | +3.6% |
| Q3 2020 | $900,000 | +7.0% | 11,304 | -1.3% | 0.41% | -0.2% |
| Q2 2020 | $841,000 | +14.0% | 11,453 | -6.2% | 0.41% | -6.6% |
| Q1 2020 | $738,000 | -21.2% | 12,208 | +0.1% | 0.44% | +4.0% |
| Q4 2019 | $937,000 | +5.4% | 12,193 | -2.7% | 0.42% | -2.3% |
| Q3 2019 | $889,000 | -4.3% | 12,525 | -4.9% | 0.43% | -6.1% |
| Q2 2019 | $929,000 | +203.6% | 13,166 | +192.7% | 0.46% | +165.5% |
| Q1 2019 | $306,000 | -57.0% | 4,498 | -62.1% | 0.17% | -62.7% |
| Q4 2018 | $711,000 | – | 11,864 | – | 0.47% | – |
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% |