SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,946,288 | -5.1% | 79,163 | -1.6% | 0.48% | -1.8% |
| Q2 2023 | $4,160,456 | +9.3% | 80,473 | +1.2% | 0.49% | +2.3% |
| Q1 2023 | $3,806,000 | +10.9% | 79,540 | +3.9% | 0.48% | +4.8% |
| Q4 2022 | $3,430,378 | +3.8% | 76,553 | -2.8% | 0.46% | -3.6% |
| Q3 2022 | $3,305,000 | -2.8% | 78,720 | +2.4% | 0.48% | +2.1% |
| Q2 2022 | $3,399,000 | -18.6% | 76,907 | -1.6% | 0.47% | -7.0% |
| Q1 2022 | $4,174,000 | -7.3% | 78,185 | +96.3% | 0.50% | -6.4% |
| Q4 2021 | $4,502,000 | +10.9% | 39,839 | +2.0% | 0.54% | +3.9% |
| Q3 2021 | $4,058,000 | -4.2% | 39,072 | -3.9% | 0.52% | -3.6% |
| Q2 2021 | $4,238,000 | +2.7% | 40,649 | -4.7% | 0.53% | -3.4% |
| Q1 2021 | $4,126,000 | +3.0% | 42,662 | -3.0% | 0.55% | -0.9% |
| Q4 2020 | $4,004,000 | +13.0% | 44,002 | -1.1% | 0.56% | -1.1% |
| Q3 2020 | $3,543,000 | +9.6% | 44,485 | +1.1% | 0.56% | +1.8% |
| Q2 2020 | $3,232,000 | +29.6% | 43,997 | +6.6% | 0.55% | +6.1% |
| Q1 2020 | $2,494,000 | -16.4% | 41,271 | +6.3% | 0.52% | -2.4% |
| Q4 2019 | $2,984,000 | +15.6% | 38,811 | +6.8% | 0.54% | +9.0% |
| Q3 2019 | $2,582,000 | -16.5% | 36,332 | -17.0% | 0.49% | -13.9% |
| Q2 2019 | $3,091,000 | +5.6% | 43,789 | +1.9% | 0.57% | -0.5% |
| Q1 2019 | $2,928,000 | +51.7% | 42,981 | +33.5% | 0.57% | +28.8% |
| Q4 2018 | $1,930,000 | +8.1% | 32,194 | +26.8% | 0.44% | +17.4% |
| Q3 2018 | $1,785,000 | +33.6% | 25,398 | +25.9% | 0.38% | +25.5% |
| Q2 2018 | $1,336,000 | +117.2% | 20,168 | +108.5% | 0.30% | +108.3% |
| Q1 2018 | $615,000 | +37.6% | 9,675 | +39.4% | 0.14% | +31.8% |
| Q4 2017 | $447,000 | -20.3% | 6,938 | -24.5% | 0.11% | -30.4% |
| Q3 2017 | $561,000 | +2.4% | 9,188 | -2.0% | 0.16% | -9.2% |
| Q2 2017 | $548,000 | -99.9% | 9,379 | -6.2% | 0.17% | -24.0% |
| Q1 2017 | $570,000,000 | +79843.9% | 9,997 | -24.0% | 0.23% | -33.4% |
| Q4 2016 | $713,000 | +3.9% | 13,158 | +0.3% | 0.34% | -0.6% |
| Q3 2016 | $686,000 | +5.7% | 13,113 | +2.4% | 0.35% | +2.7% |
| Q2 2016 | $649,000 | +185.9% | 12,809 | +177.9% | 0.34% | +159.2% |
| Q1 2016 | $227,000 | – | 4,610 | – | 0.13% | – |
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% |