SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,502 | -13.2% | 14,453 | -10.0% | 0.15% | -9.6% |
| Q2 2023 | $830,234 | +7.3% | 16,058 | -0.7% | 0.17% | +1.8% |
| Q1 2023 | $774,018 | +107402.5% | 16,175 | +0.6% | 0.16% | +3.8% |
| Q4 2022 | $720 | -99.9% | 16,080 | +0.1% | 0.16% | -1.9% |
| Q3 2022 | $674,000 | -4.8% | 16,069 | +0.3% | 0.16% | +3.2% |
| Q2 2022 | $708,000 | -16.6% | 16,022 | +0.6% | 0.16% | -4.9% |
| Q1 2022 | $849,000 | +42.4% | 15,919 | +201.6% | 0.16% | +45.5% |
| Q4 2021 | $596,000 | +4.7% | 5,278 | -3.7% | 0.11% | -6.7% |
| Q3 2021 | $569,000 | -0.4% | 5,483 | +0.1% | 0.12% | +1.7% |
| Q2 2021 | $571,000 | +7.3% | 5,479 | -0.6% | 0.12% | 0.0% |
| Q1 2021 | $532,000 | +68.9% | 5,510 | +59.0% | 0.12% | +53.2% |
| Q4 2020 | $315,000 | +8.6% | 3,465 | -5.0% | 0.08% | -3.8% |
| Q3 2020 | $290,000 | +7.4% | 3,647 | -0.8% | 0.08% | 0.0% |
| Q2 2020 | $270,000 | +28.6% | 3,677 | +5.6% | 0.08% | +11.1% |
| Q1 2020 | $210,000 | -11.0% | 3,481 | +13.0% | 0.07% | +10.8% |
| Q4 2019 | $236,000 | +3.1% | 3,081 | -4.8% | 0.06% | -4.4% |
| Q3 2019 | $229,000 | +1.8% | 3,238 | +1.4% | 0.07% | -1.4% |
| Q2 2019 | $225,000 | +7.1% | 3,194 | +3.5% | 0.07% | -41.0% |
| Q1 2019 | $210,000 | -0.5% | 3,086 | +2.7% | 0.12% | +0.9% |
| Q3 2018 | $211,000 | – | 3,004 | – | 0.12% | – |
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% |