SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,989 | -52.0% | 17,532 | -50.2% | 0.04% | -2.8% |
| Q2 2023 | $1,818,968 | +125.6% | 35,184 | +108.8% | 0.04% | -21.7% |
| Q1 2023 | $806,412 | +6.9% | 16,853 | +0.1% | 0.05% | +100.0% |
| Q4 2022 | $754,591 | -0.3% | 16,840 | -6.5% | 0.02% | -64.6% |
| Q3 2022 | $757,000 | -5.7% | 18,018 | -0.8% | 0.06% | -3.0% |
| Q2 2022 | $803,000 | -20.7% | 18,161 | -4.3% | 0.07% | -6.9% |
| Q1 2022 | $1,013,000 | -13.5% | 18,980 | +83.2% | 0.07% | -14.3% |
| Q4 2021 | $1,171,000 | +24.8% | 10,358 | +14.7% | 0.08% | +3.7% |
| Q3 2021 | $938,000 | -1.4% | 9,034 | -1.0% | 0.08% | -4.7% |
| Q2 2021 | $951,000 | +5.4% | 9,123 | -2.2% | 0.08% | -7.6% |
| Q1 2021 | $902,000 | -8.3% | 9,324 | -13.8% | 0.09% | -19.3% |
| Q4 2020 | $984,000 | +23.6% | 10,814 | +8.1% | 0.11% | +2.7% |
| Q3 2020 | $796,000 | +6.7% | 10,001 | -1.4% | 0.11% | -5.9% |
| Q2 2020 | $746,000 | +29.3% | 10,148 | +15.0% | 0.12% | +10.3% |
| Q1 2020 | $577,000 | +72.8% | 8,826 | +104.1% | 0.11% | +57.4% |
| Q4 2019 | $334,000 | +23.2% | 4,324 | +13.9% | 0.07% | +6.2% |
| Q3 2019 | $271,000 | +9.7% | 3,797 | +8.6% | 0.06% | +10.3% |
| Q2 2019 | $247,000 | -9.5% | 3,497 | -9.9% | 0.06% | -7.9% |
| Q1 2019 | $273,000 | +29.4% | 3,882 | +17.9% | 0.06% | +16.7% |
| Q4 2018 | $211,000 | -74.0% | 3,294 | -71.4% | 0.05% | -73.0% |
| Q3 2018 | $810,000 | +6.0% | 11,506 | -0.6% | 0.20% | -13.0% |
| Q2 2018 | $764,000 | +3.0% | 11,575 | -0.5% | 0.23% | -15.8% |
| Q1 2018 | $742,000 | +49.9% | 11,637 | +51.6% | 0.27% | +47.6% |
| Q4 2017 | $495,000 | +81.3% | 7,676 | +71.4% | 0.18% | +107.9% |
| Q3 2017 | $273,000 | +2.2% | 4,478 | -2.1% | 0.09% | +53.4% |
| Q2 2017 | $267,000 | +1.1% | 4,574 | -1.3% | 0.06% | +3.6% |
| Q1 2017 | $264,000 | -1.1% | 4,634 | 0.0% | 0.06% | -3.4% |
| Q4 2016 | $267,000 | +27.8% | 4,634 | +16.3% | 0.06% | +7.4% |
| Q3 2016 | $209,000 | +14.2% | 3,986 | +9.3% | 0.05% | +10.2% |
| Q2 2016 | $183,000 | +7.6% | 3,647 | +12.5% | 0.05% | -7.5% |
| Q1 2016 | $170,000 | -77.5% | 3,243 | -82.0% | 0.05% | -18.5% |
| Q3 2011 | $757,000 | – | 18,018 | – | 0.06% | – |
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% |