SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. 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 | $1,097 | +2.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,075 | -92.0% | 22 | -92.2% | 0.00% | -88.9% |
| Q1 2023 | $13,494 | +6.8% | 282 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12,636 | -21.0% | 282 | -26.2% | 0.01% | -25.0% |
| Q3 2022 | $16,000 | -5.9% | 382 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,000 | -73.4% | 382 | -68.4% | 0.01% | -68.4% |
| Q1 2022 | $64,000 | +36.2% | 1,208 | +192.5% | 0.04% | +40.7% |
| Q4 2021 | $47,000 | +9.3% | 413 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $43,000 | 0.0% | 413 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $43,000 | +7.5% | 413 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $40,000 | +5.3% | 413 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $38,000 | +15.2% | 413 | 0.0% | 0.02% | +4.2% |
| Q3 2020 | $33,000 | +10.0% | 413 | 0.0% | 0.02% | +4.3% |
| Q2 2020 | $30,000 | +20.0% | 413 | 0.0% | 0.02% | +4.5% |
| Q1 2020 | $25,000 | -21.9% | 413 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $32,000 | -5.9% | 413 | -14.3% | 0.02% | -12.0% |
| Q3 2019 | $34,000 | -68.2% | 482 | -68.1% | 0.02% | -68.8% |
| Q2 2019 | $107,000 | +3.9% | 1,510 | 0.0% | 0.08% | +3.9% |
| Q1 2019 | $103,000 | +2.0% | 1,510 | -10.0% | 0.08% | -7.2% |
| Q4 2018 | $101,000 | -14.4% | 1,678 | 0.0% | 0.08% | -5.7% |
| Q3 2018 | $118,000 | +6.3% | 1,678 | 0.0% | 0.09% | +4.8% |
| Q2 2018 | $111,000 | +3.7% | 1,678 | 0.0% | 0.08% | -1.2% |
| Q1 2018 | $107,000 | +30.5% | 1,678 | +32.6% | 0.08% | +30.8% |
| Q4 2017 | $82,000 | +6.5% | 1,265 | 0.0% | 0.06% | +3.2% |
| Q3 2017 | $77,000 | +4.1% | 1,265 | 0.0% | 0.06% | -16.0% |
| Q2 2017 | $74,000 | +2.8% | 1,265 | 0.0% | 0.08% | +19.0% |
| Q1 2017 | $72,000 | +4.3% | 1,265 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $69,000 | +4.5% | 1,265 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $66,000 | +3.1% | 1,265 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $64,000 | +3.2% | 1,265 | 0.0% | 0.06% | +4.9% |
| Q1 2016 | $62,000 | +6.9% | 1,265 | +6.7% | 0.06% | +5.2% |
| Q4 2015 | $58,000 | +5.5% | 1,186 | 0.0% | 0.06% | +3.6% |
| Q3 2015 | $55,000 | -8.3% | 1,186 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $60,000 | -10.4% | 1,186 | -11.2% | 0.06% | -12.5% |
| Q1 2015 | $67,000 | 0.0% | 1,335 | 0.0% | 0.06% | -1.5% |
| Q4 2014 | $67,000 | – | 1,335 | – | 0.06% | – |
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% |