SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,406 | -3.5% | 369 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $19,073 | +8.1% | 369 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17,639 | +6.9% | 369 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $16,505 | +10.0% | 368 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 368 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -20.0% | 368 | +0.3% | 0.01% | -14.3% |
| Q1 2022 | $20,000 | +25.0% | 367 | +164.0% | 0.01% | +40.0% |
| Q4 2021 | $16,000 | -40.7% | 139 | -45.9% | 0.01% | -50.0% |
| Q3 2021 | $27,000 | -37.2% | 257 | -37.9% | 0.01% | -37.5% |
| Q2 2021 | $43,000 | +230.8% | 414 | +197.8% | 0.02% | +220.0% |
| Q1 2021 | $13,000 | -45.8% | 139 | -46.9% | 0.01% | -50.0% |
| Q4 2020 | $24,000 | +14.3% | 262 | +0.4% | 0.01% | -9.1% |
| Q3 2020 | $21,000 | +600.0% | 261 | +357.9% | 0.01% | +450.0% |
| Q1 2017 | $3,000 | -93.9% | 57 | -94.3% | 0.00% | -94.1% |
| Q1 2016 | $49,000 | -50.0% | 1,000 | -50.0% | 0.03% | -2.9% |
| Q4 2015 | $98,000 | +104.2% | 2,000 | +94.4% | 0.04% | -10.3% |
| Q3 2015 | $48,000 | -52.0% | 1,029 | -48.6% | 0.04% | -48.7% |
| Q2 2015 | $100,000 | -1.0% | 2,000 | 0.0% | 0.08% | +8.6% |
| Q1 2015 | $101,000 | +1.0% | 2,000 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $100,000 | -16.0% | 2,000 | -20.0% | 0.07% | -24.7% |
| Q3 2014 | $119,000 | 0.0% | 2,500 | 0.0% | 0.09% | 0.0% |
| Q2 2014 | $119,000 | -13.1% | 2,500 | -16.7% | 0.09% | -14.7% |
| Q1 2014 | $137,000 | – | 3,000 | – | 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% |