SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,211 | -4.7% | 4,598 | -1.2% | 0.26% | -0.8% |
| Q2 2023 | $240,617 | -73.5% | 4,654 | -77.4% | 0.26% | -81.5% |
| Q2 2022 | $909,000 | -17.4% | 20,563 | -0.2% | 1.40% | +64.6% |
| Q1 2022 | $1,100,000 | -18.8% | 20,604 | +72.0% | 0.85% | -2.6% |
| Q4 2021 | $1,354,000 | +0.1% | 11,982 | -8.0% | 0.87% | -9.2% |
| Q3 2021 | $1,353,000 | -1.5% | 13,024 | -1.2% | 0.96% | -0.2% |
| Q2 2021 | $1,374,000 | -28.8% | 13,180 | -34.0% | 0.96% | -32.0% |
| Q1 2021 | $1,930,000 | -12.6% | 19,958 | -17.7% | 1.42% | -32.8% |
| Q4 2020 | $2,208,000 | -0.7% | 24,262 | -13.1% | 2.11% | -27.1% |
| Q3 2020 | $2,223,000 | +247.9% | 27,909 | +235.7% | 2.90% | +441.9% |
| Q4 2019 | $639,000 | +5.8% | 8,313 | -2.3% | 0.54% | -20.4% |
| Q3 2019 | $604,000 | +1.9% | 8,511 | +1.3% | 0.67% | +2.3% |
| Q2 2019 | $593,000 | +1.2% | 8,405 | -2.4% | 0.66% | +24.7% |
| Q1 2019 | $586,000 | +7.1% | 8,614 | -5.6% | 0.53% | -25.4% |
| Q4 2018 | $547,000 | +53.2% | 9,122 | +79.9% | 0.71% | +97.8% |
| Q3 2018 | $357,000 | +10.5% | 5,070 | +3.4% | 0.36% | +7.9% |
| Q2 2018 | $323,000 | +7.3% | 4,902 | +3.9% | 0.33% | +31.9% |
| Q1 2018 | $301,000 | -5.0% | 4,719 | -3.9% | 0.25% | -5.6% |
| Q4 2017 | $317,000 | +8.6% | 4,908 | +2.4% | 0.27% | +3.5% |
| Q3 2017 | $292,000 | +3.9% | 4,795 | -0.4% | 0.26% | +1.6% |
| Q2 2017 | $281,000 | +3.7% | 4,814 | +1.4% | 0.25% | +2.4% |
| Q1 2017 | $271,000 | +6.3% | 4,746 | +1.0% | 0.25% | +1.6% |
| Q4 2016 | $255,000 | – | 4,700 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |