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 | $423,236 | -3.0% | 8,490 | +0.6% | 0.02% | -3.8% |
| Q2 2023 | $436,335 | +10.6% | 8,440 | +2.4% | 0.03% | 0.0% |
| Q1 2023 | $394,438 | +7.7% | 8,243 | +0.8% | 0.03% | 0.0% |
| Q4 2022 | $366,274 | -22.7% | 8,174 | -27.6% | 0.03% | -35.0% |
| Q3 2022 | $474,000 | -5.2% | 11,295 | -0.1% | 0.04% | -9.1% |
| Q2 2022 | $500,000 | -33.2% | 11,311 | -19.3% | 0.04% | -30.2% |
| Q1 2022 | $749,000 | -10.9% | 14,024 | +88.5% | 0.06% | -13.7% |
| Q4 2021 | $841,000 | +9.1% | 7,440 | +0.2% | 0.07% | -11.0% |
| Q3 2021 | $771,000 | +2.4% | 7,424 | +2.8% | 0.08% | -22.6% |
| Q2 2021 | $753,000 | +7.6% | 7,222 | -0.2% | 0.11% | -11.7% |
| Q1 2021 | $700,000 | +4.5% | 7,236 | +0.7% | 0.12% | -2.4% |
| Q4 2020 | $670,000 | +17.3% | 7,184 | +0.3% | 0.12% | -0.8% |
| Q3 2020 | $571,000 | +3.4% | 7,166 | -2.0% | 0.12% | 0.0% |
| Q2 2020 | $552,000 | +9.5% | 7,313 | -3.6% | 0.12% | -3.9% |
| Q1 2020 | $504,000 | +11.5% | 7,590 | +29.2% | 0.13% | +34.4% |
| Q4 2019 | $452,000 | +65.0% | 5,876 | +52.1% | 0.10% | +45.5% |
| Q3 2019 | $274,000 | +10.0% | 3,862 | +9.3% | 0.07% | +8.2% |
| Q2 2019 | $249,000 | +2.9% | 3,534 | -0.5% | 0.06% | +1.7% |
| Q1 2019 | $242,000 | +14.7% | 3,551 | +0.7% | 0.06% | 0.0% |
| Q4 2018 | $211,000 | -18.5% | 3,528 | -4.3% | 0.06% | -10.4% |
| Q3 2018 | $259,000 | +3.6% | 3,687 | -2.6% | 0.07% | -1.5% |
| Q2 2018 | $250,000 | +5.9% | 3,786 | +2.3% | 0.07% | +4.6% |
| Q1 2018 | $236,000 | +1.7% | 3,702 | +2.8% | 0.06% | +4.8% |
| Q4 2017 | $232,000 | +10.5% | 3,600 | +4.3% | 0.06% | 0.0% |
| Q3 2017 | $210,000 | +4.0% | 3,453 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $202,000 | – | 3,453 | – | 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% |