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 | $551,677 | -3.5% | 11,067 | +0.1% | 0.05% | -1.9% |
| Q2 2023 | $571,599 | -47.8% | 11,056 | -51.7% | 0.05% | -51.9% |
| Q1 2023 | $1,095,183 | -3.0% | 22,888 | -9.2% | 0.11% | -10.7% |
| Q4 2022 | $1,129,132 | +5.1% | 25,198 | -1.5% | 0.12% | -4.0% |
| Q3 2022 | $1,074,000 | +120.5% | 25,574 | +132.3% | 0.13% | +133.3% |
| Q2 2022 | $487,000 | -10.0% | 11,011 | +8.6% | 0.05% | +1.9% |
| Q1 2022 | $541,000 | -30.7% | 10,137 | +46.7% | 0.05% | -24.3% |
| Q4 2021 | $781,000 | +51.4% | 6,912 | +39.6% | 0.07% | +32.1% |
| Q3 2021 | $516,000 | -55.2% | 4,951 | -55.2% | 0.05% | -55.8% |
| Q2 2021 | $1,151,000 | +8.2% | 11,042 | +0.4% | 0.12% | -23.6% |
| Q1 2021 | $1,064,000 | +6.6% | 10,998 | +0.2% | 0.16% | -1.3% |
| Q4 2020 | $998,000 | +15.0% | 10,974 | +0.7% | 0.16% | +1.3% |
| Q3 2020 | $868,000 | +7.2% | 10,894 | -1.2% | 0.16% | -1.9% |
| Q2 2020 | $810,000 | +57.3% | 11,027 | +29.4% | 0.16% | +30.1% |
| Q1 2020 | $515,000 | +72.8% | 8,521 | +119.7% | 0.12% | +108.5% |
| Q4 2019 | $298,000 | +3.8% | 3,879 | -4.1% | 0.06% | 0.0% |
| Q3 2019 | $287,000 | +10.0% | 4,044 | +9.3% | 0.06% | +11.3% |
| Q2 2019 | $261,000 | +3.6% | 3,700 | 0.0% | 0.05% | +1.9% |
| Q1 2019 | $252,000 | +13.5% | 3,700 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $222,000 | -14.6% | 3,700 | 0.0% | 0.05% | -3.8% |
| Q3 2018 | $260,000 | +6.6% | 3,700 | 0.0% | 0.05% | +10.4% |
| Q2 2018 | $244,000 | +3.4% | 3,700 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $236,000 | -1.3% | 3,700 | 0.0% | 0.05% | +2.1% |
| Q4 2017 | $239,000 | +4.4% | 3,700 | -1.5% | 0.05% | -2.0% |
| Q3 2017 | $229,000 | +4.1% | 3,756 | +0.0% | 0.05% | -3.9% |
| Q2 2017 | $220,000 | +2.8% | 3,755 | 0.0% | 0.05% | -3.8% |
| Q1 2017 | $214,000 | -15.7% | 3,755 | -20.0% | 0.05% | -25.4% |
| Q4 2016 | $254,000 | +27.0% | 4,693 | +17.9% | 0.07% | +18.3% |
| Q2 2016 | $200,000 | – | 3,980 | – | 0.06% | – |
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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% |