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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $201,000 | -47.9% | 2,207 | -58.0% | 0.05% | -55.4% |
| Q2 2020 | $386,000 | -56.3% | 5,252 | -64.0% | 0.11% | -54.5% |
| Q1 2020 | $883,000 | -88.1% | 14,608 | -84.9% | 0.25% | -85.6% |
| Q4 2019 | $7,420,000 | +8.2% | 96,514 | -0.1% | 1.71% | -0.4% |
| Q3 2019 | $6,859,000 | +0.4% | 96,581 | -0.3% | 1.72% | -5.6% |
| Q2 2019 | $6,830,000 | +2.6% | 96,834 | -1.0% | 1.82% | -4.2% |
| Q1 2019 | $6,657,000 | -32.1% | 97,829 | -40.2% | 1.90% | -40.0% |
| Q4 2018 | $9,808,000 | +6956.1% | 163,663 | +7697.2% | 3.16% | +6230.0% |
| Q2 2018 | $139,000 | +3.7% | 2,099 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $134,000 | +5.5% | 2,099 | +0.3% | 0.05% | -5.8% |
| Q3 2017 | $127,000 | -11.2% | 2,093 | -14.5% | 0.05% | -8.8% |
| Q2 2017 | $143,000 | +2.1% | 2,449 | +0.4% | 0.06% | 0.0% |
| Q1 2017 | $140,000 | +6.1% | 2,440 | +0.4% | 0.06% | +58.3% |
| Q4 2016 | $132,000 | +4.8% | 2,431 | +0.6% | 0.04% | -28.0% |
| Q3 2016 | $126,000 | – | 2,416 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |