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 | $228,064 | -7.5% | 4,575 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $246,454 | +8.0% | 4,767 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $228,101 | +7.2% | 4,767 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $212,848 | +8.0% | 4,750 | +1.1% | 0.00% | 0.0% |
| Q3 2022 | $197,000 | -5.3% | 4,697 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $208,000 | -21.5% | 4,697 | -5.4% | 0.00% | 0.0% |
| Q1 2022 | $265,000 | -4.7% | 4,966 | +101.9% | 0.00% | -20.0% |
| Q4 2021 | $278,000 | +9.0% | 2,460 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | 0.0% | 2,460 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +8.1% | 2,443 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $236,000 | +4.4% | 2,443 | -1.6% | 0.00% | -20.0% |
| Q4 2020 | $226,000 | +7.6% | 2,482 | -5.9% | 0.01% | -16.7% |
| Q3 2020 | $210,000 | +9.9% | 2,638 | +1.3% | 0.01% | +20.0% |
| Q2 2020 | $191,000 | +11.0% | 2,603 | -8.3% | 0.01% | -16.7% |
| Q1 2020 | $172,000 | -21.1% | 2,838 | +0.3% | 0.01% | 0.0% |
| Q4 2019 | $218,000 | +11.2% | 2,830 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $196,000 | -4.9% | 2,768 | -8.7% | 0.01% | -14.3% |
| Q1 2019 | $206,000 | -5.9% | 3,031 | -2.6% | 0.01% | -12.5% |
| Q3 2018 | $219,000 | +6.8% | 3,113 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $205,000 | -1.4% | 3,113 | -4.6% | 0.01% | 0.0% |
| Q1 2018 | $208,000 | -0.5% | 3,263 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $209,000 | -7.1% | 3,242 | -15.9% | 0.01% | -20.0% |
| Q2 2017 | $225,000 | -5.5% | 3,856 | -7.7% | 0.01% | -9.1% |
| Q1 2017 | $238,000 | +7.7% | 4,176 | +2.4% | 0.01% | 0.0% |
| Q4 2016 | $221,000 | +5.7% | 4,079 | +2.0% | 0.01% | +10.0% |
| Q3 2016 | $209,000 | – | 3,999 | – | 0.01% | – |
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% |