SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $141,000 | +6.8% | 1,549 | -6.7% | 0.02% | -15.4% |
| Q3 2020 | $132,000 | +8.2% | 1,661 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $122,000 | +22.0% | 1,661 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $100,000 | -21.9% | 1,661 | 0.0% | 0.02% | -10.7% |
| Q4 2019 | $128,000 | +8.5% | 1,661 | 0.0% | 0.03% | +12.0% |
| Q3 2019 | $118,000 | +0.9% | 1,661 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $117,000 | +3.5% | 1,661 | 0.0% | 0.02% | -16.7% |
| Q1 2019 | $113,000 | +13.0% | 1,661 | 0.0% | 0.03% | +3.4% |
| Q4 2018 | $100,000 | -14.5% | 1,661 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $117,000 | +6.4% | 1,661 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $110,000 | -0.9% | 1,661 | -4.3% | 0.03% | 0.0% |
| Q1 2018 | $111,000 | -0.9% | 1,736 | 0.0% | 0.03% | +3.4% |
| Q4 2017 | $112,000 | +1.8% | 1,736 | -4.1% | 0.03% | -3.3% |
| Q3 2017 | $110,000 | -39.9% | 1,811 | -42.0% | 0.03% | -42.3% |
| Q2 2017 | $183,000 | +2.8% | 3,123 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $178,000 | – | 3,123 | – | 0.05% | – |
Download | ||||||
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% |