SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,775 | -26.8% | 20,136 | -24.0% | 0.03% | -26.2% |
| Q2 2023 | $1,370,491 | -7.4% | 26,509 | -14.3% | 0.04% | -12.5% |
| Q1 2023 | $1,480,171 | +11.0% | 30,934 | +4.0% | 0.05% | +4.3% |
| Q4 2022 | $1,333,453 | +7.8% | 29,758 | +1.0% | 0.05% | -20.7% |
| Q3 2022 | $1,237,000 | -2.9% | 29,455 | +2.1% | 0.06% | -3.3% |
| Q2 2022 | $1,274,000 | -19.3% | 28,836 | -2.5% | 0.06% | -10.4% |
| Q1 2022 | $1,579,000 | -43.3% | 29,566 | +19.9% | 0.07% | -38.5% |
| Q4 2021 | $2,787,000 | +31.6% | 24,660 | +21.0% | 0.11% | +6.9% |
| Q3 2021 | $2,117,000 | +3.0% | 20,386 | +3.4% | 0.10% | -6.4% |
| Q2 2021 | $2,055,000 | +3.8% | 19,709 | -3.7% | 0.11% | -3.5% |
| Q1 2021 | $1,980,000 | +2.6% | 20,472 | -3.4% | 0.11% | -4.2% |
| Q4 2020 | $1,929,000 | +16.4% | 21,199 | +1.9% | 0.12% | +1.7% |
| Q3 2020 | $1,657,000 | +111.1% | 20,802 | +94.6% | 0.12% | +78.5% |
| Q2 2020 | $785,000 | -34.4% | 10,689 | -46.0% | 0.06% | -49.2% |
| Q1 2020 | $1,197,000 | -20.6% | 19,810 | +1.0% | 0.13% | +23.1% |
| Q4 2019 | $1,508,000 | +4.9% | 19,614 | -3.1% | 0.10% | +3.0% |
| Q3 2019 | $1,437,000 | +1.6% | 20,240 | +1.0% | 0.10% | -4.7% |
| Q2 2019 | $1,414,000 | +0.6% | 20,045 | -3.0% | 0.11% | -6.2% |
| Q1 2019 | $1,406,000 | – | 20,667 | – | 0.11% | – |
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% |