SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,211 | -99.9% | 27,034 | -4.1% | 0.12% | -5.6% |
| Q3 2022 | $1,184,000 | -5.1% | 28,189 | -0.1% | 0.13% | -0.8% |
| Q2 2022 | $1,247,000 | -17.2% | 28,215 | +0.0% | 0.13% | +1.6% |
| Q1 2022 | $1,506,000 | +0.5% | 28,211 | +112.8% | 0.12% | +7.8% |
| Q4 2021 | $1,498,000 | +11.5% | 13,257 | +2.5% | 0.12% | -53.0% |
| Q3 2021 | $1,344,000 | -0.4% | 12,936 | 0.0% | 0.25% | +41.1% |
| Q2 2021 | $1,349,000 | +8.0% | 12,936 | +0.2% | 0.18% | -7.4% |
| Q1 2021 | $1,249,000 | -1.3% | 12,914 | -7.2% | 0.19% | +1.6% |
| Q4 2020 | $1,266,000 | +14.6% | 13,917 | +0.3% | 0.19% | +1.6% |
| Q3 2020 | $1,105,000 | +7.1% | 13,878 | -1.2% | 0.18% | -3.2% |
| Q2 2020 | $1,032,000 | +21.8% | 14,047 | +0.2% | 0.19% | -3.1% |
| Q1 2020 | $847,000 | -22.2% | 14,018 | -0.9% | 0.20% | +7.1% |
| Q4 2019 | $1,088,000 | -12.6% | 14,147 | -19.3% | 0.18% | -14.6% |
| Q3 2019 | $1,245,000 | +27.3% | 17,531 | +26.4% | 0.21% | -0.5% |
| Q2 2019 | $978,000 | +2.7% | 13,872 | -0.8% | 0.21% | -8.5% |
| Q1 2019 | $952,000 | +196.6% | 13,988 | +160.4% | 0.23% | +148.9% |
| Q4 2018 | $321,000 | +31.6% | 5,371 | +54.5% | 0.09% | +56.7% |
| Q3 2018 | $244,000 | +7.0% | 3,476 | +0.4% | 0.06% | -1.6% |
| Q2 2018 | $228,000 | +3.6% | 3,462 | 0.0% | 0.06% | -10.3% |
| Q1 2018 | $220,000 | -51.1% | 3,462 | -50.5% | 0.07% | -47.3% |
| Q4 2017 | $450,000 | +59.0% | 6,988 | +50.1% | 0.13% | +35.8% |
| Q3 2017 | $283,000 | -2.4% | 4,657 | -6.3% | 0.10% | -7.8% |
| Q2 2017 | $290,000 | +2.5% | 4,971 | 0.0% | 0.10% | -5.5% |
| Q1 2017 | $283,000 | +13.7% | 4,971 | +8.1% | 0.11% | -0.9% |
| Q4 2016 | $249,000 | – | 4,600 | – | 0.11% | – |
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% |