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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,159,815 | +0.1% | 284,048 | +3.8% | 10.18% | +5.6% |
| Q2 2023 | $14,143,644 | +7.5% | 273,571 | -0.5% | 9.64% | +3.1% |
| Q1 2023 | $13,162,616 | +6.6% | 275,081 | -0.2% | 9.35% | +1.6% |
| Q4 2022 | $12,348,320 | +8.6% | 275,571 | +1.8% | 9.20% | +6.3% |
| Q3 2022 | $11,369,000 | -3.7% | 270,765 | +1.3% | 8.65% | +4.9% |
| Q2 2022 | $11,810,000 | -21.0% | 267,265 | -4.5% | 8.25% | +5.9% |
| Q1 2022 | $14,940,000 | -9.8% | 279,823 | +91.0% | 7.79% | -1.4% |
| Q4 2021 | $16,560,000 | +6.5% | 146,540 | -2.1% | 7.91% | +3.1% |
| Q3 2021 | $15,543,000 | +2152.6% | 149,656 | +2160.0% | 7.67% | +8325.3% |
| Q2 2021 | $690,000 | -94.4% | 6,622 | -94.8% | 0.09% | -98.8% |
| Q1 2021 | $12,423,000 | +19.3% | 128,456 | +12.2% | 7.37% | +8.1% |
| Q4 2020 | $10,415,000 | +13.5% | 114,471 | -0.7% | 6.82% | -9.9% |
| Q3 2020 | $9,178,000 | +25.5% | 115,245 | +15.8% | 7.57% | +11.3% |
| Q2 2020 | $7,314,000 | +31.4% | 99,554 | +8.1% | 6.80% | +27.7% |
| Q1 2020 | $5,567,000 | -12.0% | 92,126 | +11.9% | 5.33% | -1.2% |
| Q4 2019 | $6,326,000 | +11.2% | 82,294 | +2.7% | 5.39% | +2.3% |
| Q3 2019 | $5,689,000 | +13.5% | 80,114 | +12.7% | 5.27% | +4.3% |
| Q2 2019 | $5,014,000 | +908.9% | 71,104 | +873.0% | 5.05% | +745.2% |
| Q1 2019 | $497,000 | – | 7,308 | – | 0.60% | – |
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% |