SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $64,000 | +8.5% | 1,531 | +15.3% | 0.01% | +33.3% |
| Q2 2022 | $59,000 | -16.9% | 1,328 | +0.2% | 0.01% | -25.0% |
| Q1 2022 | $71,000 | -5.3% | 1,325 | +98.7% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +47.1% | 667 | +35.8% | 0.01% | +33.3% |
| Q3 2021 | $51,000 | -7.3% | 491 | -6.8% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | 0.0% | 527 | -8.2% | 0.01% | -25.0% |
| Q1 2021 | $55,000 | +14.6% | 574 | +9.1% | 0.01% | -11.1% |
| Q4 2020 | $48,000 | +14.3% | 526 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | -28.8% | 525 | -29.1% | 0.01% | -30.8% |
| Q2 2020 | $59,000 | +20.4% | 740 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -49.0% | 739 | -38.4% | 0.01% | -43.5% |
| Q4 2019 | $96,000 | – | 1,200 | – | 0.02% | – |
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% |