SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449,058 | -4.6% | 49,128 | -1.1% | 0.03% | -6.9% |
| Q2 2023 | $2,568,173 | +16.3% | 49,674 | +7.7% | 0.03% | +3.6% |
| Q1 2023 | $2,207,402 | +300.1% | 46,131 | +34.5% | 0.03% | +86.7% |
| Q4 2022 | $551,661 | -54.2% | 34,291 | +19.5% | 0.02% | -25.0% |
| Q3 2022 | $1,205,000 | -23.8% | 28,692 | -19.8% | 0.02% | -23.1% |
| Q2 2022 | $1,582,000 | -21.3% | 35,788 | -4.9% | 0.03% | -18.8% |
| Q1 2022 | $2,009,000 | -21.3% | 37,634 | +66.6% | 0.03% | -15.8% |
| Q4 2021 | $2,553,000 | -0.2% | 22,586 | -8.3% | 0.04% | -39.7% |
| Q3 2021 | $2,559,000 | +74.8% | 24,640 | +75.5% | 0.06% | +61.5% |
| Q2 2021 | $1,464,000 | +95.2% | 14,041 | +81.0% | 0.04% | +77.3% |
| Q1 2021 | $750,000 | +26.5% | 7,756 | +19.1% | 0.02% | +15.8% |
| Q4 2020 | $593,000 | +19.1% | 6,514 | +4.2% | 0.02% | +11.8% |
| Q3 2020 | $498,000 | +4.6% | 6,252 | -3.6% | 0.02% | -10.5% |
| Q2 2020 | $476,000 | +30.1% | 6,485 | +6.9% | 0.02% | +5.6% |
| Q1 2020 | $366,000 | -7.3% | 6,064 | +17.7% | 0.02% | +12.5% |
| Q4 2019 | $395,000 | +51.3% | 5,150 | +40.4% | 0.02% | +33.3% |
| Q3 2019 | $261,000 | -97.8% | 3,668 | +1672.0% | 0.01% | +500.0% |
| Q2 2017 | $12,124,000 | – | 207 | – | 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% |