SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,375 | – | 53 | +1225.0% | 0.00% | – |
| Q3 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 4 | -71.4% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -95.0% | 14 | -94.4% | 0.00% | -100.0% |
| Q3 2020 | $20,000 | +11.1% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -21.1% | 250 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $19,000 | +5.6% | 250 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $18,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | +5.9% | 250 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $17,000 | +13.3% | 250 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $15,000 | -16.7% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | +12.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $16,000 | -36.0% | 250 | -42.1% | 0.01% | -56.2% |
| Q1 2017 | $25,000 | +31.6% | 432 | +22.0% | 0.02% | +23.1% |
| Q4 2016 | $19,000 | -20.8% | 354 | -22.5% | 0.01% | -23.5% |
| Q3 2016 | $24,000 | +4.3% | 457 | +0.4% | 0.02% | +6.2% |
| Q2 2016 | $23,000 | +4.5% | 455 | +0.4% | 0.02% | +6.7% |
| Q1 2016 | $22,000 | +10.0% | 453 | +13.8% | 0.02% | +7.1% |
| Q4 2015 | $20,000 | +11.1% | 398 | +0.5% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | +20.0% | 396 | +28.6% | 0.01% | +27.3% |
| Q2 2015 | $15,000 | +66.7% | 308 | +65.6% | 0.01% | +57.1% |
| Q1 2015 | $9,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | -10.0% | 186 | -8.4% | 0.01% | -12.5% |
| Q3 2014 | $10,000 | 0.0% | 203 | +0.5% | 0.01% | 0.0% |
| Q2 2014 | $10,000 | +11.1% | 202 | +0.5% | 0.01% | +14.3% |
| Q1 2014 | $9,000 | – | 201 | – | 0.01% | – |
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% |