SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,409 | -3.2% | 409 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $21,087 | +8.4% | 408 | +0.5% | 0.01% | +11.1% |
| Q1 2023 | $19,445 | +7.2% | 406 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $18,139 | +6.7% | 405 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 403 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -14.3% | 401 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 400 | +101.0% | 0.01% | -25.0% |
| Q4 2021 | $23,000 | +9.5% | 199 | +0.5% | 0.01% | +33.3% |
| Q3 2021 | $21,000 | 0.0% | 198 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +10.5% | 198 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +5.6% | 197 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 197 | +0.5% | 0.01% | -10.0% |
| Q3 2020 | $16,000 | +14.3% | 196 | +1.0% | 0.01% | +11.1% |
| Q2 2020 | $14,000 | +16.7% | 194 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 193 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $15,000 | +7.1% | 193 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | +7.7% | 191 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 190 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 189 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 187 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 186 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 185 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 185 | +0.5% | 0.01% | -11.1% |
| Q2 2017 | $11,000 | – | 184 | – | 0.01% | – |
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% |