SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $61,000 | +8.9% | 789 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $56,000 | +14.3% | 789 | +14.3% | 0.02% | +5.6% |
| Q2 2019 | $49,000 | +4.3% | 690 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $47,000 | +571.4% | 690 | +470.2% | 0.02% | +500.0% |
| Q4 2018 | $7,000 | -22.2% | 121 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $9,000 | +12.5% | 121 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $8,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | +14.3% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | +16.7% | 121 | 0.0% | 0.00% | +50.0% |
| Q3 2016 | $6,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | – | 121 | – | 0.00% | – |
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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% |