SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $808,000 | +9.3% | 7,150 | +0.4% | 0.05% | -8.6% |
| Q3 2021 | $739,000 | -0.8% | 7,120 | -0.4% | 0.06% | -3.3% |
| Q2 2021 | $745,000 | +12.2% | 7,147 | +4.2% | 0.06% | +1.7% |
| Q1 2021 | $664,000 | +12.7% | 6,862 | +6.1% | 0.06% | +5.4% |
| Q4 2020 | $589,000 | +54.2% | 6,469 | +35.1% | 0.06% | +36.6% |
| Q3 2020 | $382,000 | +13.7% | 4,790 | +4.9% | 0.04% | +5.1% |
| Q2 2020 | $336,000 | +21.7% | 4,568 | -0.0% | 0.04% | +8.3% |
| Q1 2020 | $276,000 | -27.2% | 4,569 | -7.3% | 0.04% | -7.7% |
| Q4 2019 | $379,000 | +7.4% | 4,929 | -0.8% | 0.04% | +2.6% |
| Q3 2019 | $353,000 | +0.3% | 4,967 | -0.4% | 0.04% | 0.0% |
| Q2 2019 | $352,000 | +53.0% | 4,988 | +30.0% | 0.04% | -20.8% |
| Q4 2018 | $230,000 | -88.5% | 3,836 | +12686.7% | 0.05% | – |
| Q4 2016 | $2,000,000 | +99900.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | – | 30 | – | 0.00% | – |
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% |