SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186 | -3.6% | 3,740 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $193 | -6.3% | 3,740 | -13.1% | 0.02% | -9.1% |
| Q1 2023 | $206 | -35.8% | 4,305 | -39.9% | 0.02% | -40.5% |
| Q4 2022 | $321 | -99.9% | 7,160 | -8.3% | 0.04% | -7.5% |
| Q3 2022 | $328,000 | -3.8% | 7,804 | +1.0% | 0.04% | -2.4% |
| Q2 2022 | $341,000 | -12.8% | 7,723 | +5.5% | 0.04% | +2.5% |
| Q1 2022 | $391,000 | +3.4% | 7,320 | +118.6% | 0.04% | +5.3% |
| Q4 2021 | $378,000 | +14.9% | 3,348 | +5.6% | 0.04% | +8.6% |
| Q3 2021 | $329,000 | +13.4% | 3,170 | +13.9% | 0.04% | +12.9% |
| Q2 2021 | $290,000 | +18.9% | 2,782 | +10.5% | 0.03% | +14.8% |
| Q1 2021 | $244,000 | +6.1% | 2,518 | -0.5% | 0.03% | -6.9% |
| Q4 2020 | $230,000 | +21.1% | 2,530 | +6.3% | 0.03% | +7.4% |
| Q3 2020 | $190,000 | +12.4% | 2,380 | +3.6% | 0.03% | 0.0% |
| Q2 2020 | $169,000 | +39.7% | 2,298 | +14.9% | 0.03% | +22.7% |
| Q1 2020 | $121,000 | +39.1% | 2,000 | +77.1% | 0.02% | +83.3% |
| Q4 2019 | $87,000 | +16.0% | 1,129 | +7.5% | 0.01% | +20.0% |
| Q3 2019 | $75,000 | +10.3% | 1,050 | +9.1% | 0.01% | 0.0% |
| Q2 2019 | $68,000 | +36.0% | 962 | +32.1% | 0.01% | +42.9% |
| Q1 2019 | $50,000 | +42.9% | 728 | +23.6% | 0.01% | +40.0% |
| Q4 2018 | $35,000 | – | 589 | – | 0.01% | – |
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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% |