SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,000 | -99.1% | 88 | -99.2% | 0.00% | -98.5% |
| Q3 2021 | $1,173,000 | +0.5% | 11,294 | +0.8% | 0.07% | 0.0% |
| Q2 2021 | $1,167,000 | +7.7% | 11,200 | -0.1% | 0.07% | -1.5% |
| Q1 2021 | $1,084,000 | +6.2% | 11,209 | -0.2% | 0.07% | -1.5% |
| Q4 2020 | $1,021,000 | +20.0% | 11,226 | +5.0% | 0.07% | +3.0% |
| Q3 2020 | $851,000 | +4.2% | 10,693 | -3.9% | 0.07% | -2.9% |
| Q2 2020 | $817,000 | +25.7% | 11,129 | +3.4% | 0.07% | +6.2% |
| Q1 2020 | $650,000 | -20.2% | 10,763 | +1.5% | 0.06% | -1.5% |
| Q4 2019 | $815,000 | +17.6% | 10,602 | +8.6% | 0.06% | +6.6% |
| Q3 2019 | $693,000 | +0.9% | 9,758 | +0.1% | 0.06% | +1.7% |
| Q2 2019 | $687,000 | +13640.0% | 9,750 | +11237.2% | 0.06% | – |
| Q1 2019 | $5,000 | +25.0% | 86 | +19.4% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 72 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $5,000 | – | 72 | +1100.0% | 0.00% | – |
| Q3 2015 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 6 | – | 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% |