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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,696,523 | +2.3% | 110,184 | -5.3% | 12.23% | +9.6% |
| Q1 2023 | $5,565,928 | +33.1% | 116,320 | +24.6% | 11.16% | +18.4% |
| Q4 2022 | $4,182,494 | -7.8% | 93,338 | -8.9% | 9.42% | -15.8% |
| Q3 2022 | $4,536,000 | -8.6% | 102,486 | -3.2% | 11.20% | +68.0% |
| Q2 2022 | $4,961,000 | -12.7% | 105,849 | -10.5% | 6.66% | +71.5% |
| Q1 2022 | $5,681,000 | -46.7% | 118,204 | +25.6% | 3.89% | +34.7% |
| Q4 2021 | $10,651,000 | +1.0% | 94,118 | +1.0% | 2.88% | -3.3% |
| Q3 2021 | $10,546,000 | +17.3% | 93,187 | +10.9% | 2.98% | -18.2% |
| Q2 2021 | $8,989,000 | -4.0% | 83,995 | -9.9% | 3.65% | +25.2% |
| Q1 2021 | $9,362,000 | +44.9% | 93,266 | +31.4% | 2.91% | +5.6% |
| Q4 2020 | $6,460,000 | +7.8% | 70,995 | +0.9% | 2.76% | +3.2% |
| Q3 2020 | $5,995,000 | -40.5% | 70,370 | -43.9% | 2.67% | -37.0% |
| Q2 2020 | $10,071,000 | +61.7% | 125,358 | +39.1% | 4.24% | +52.8% |
| Q1 2020 | $6,228,000 | -26.3% | 90,116 | -14.2% | 2.78% | -9.9% |
| Q4 2019 | $8,453,000 | +7.0% | 104,970 | -1.8% | 3.08% | -2.1% |
| Q3 2019 | $7,897,000 | +8.1% | 106,852 | +3.9% | 3.15% | -5.1% |
| Q2 2019 | $7,302,000 | +109.2% | 102,880 | +117.5% | 3.32% | +95.3% |
| Q4 2018 | $3,490,000 | +7.0% | 47,304 | 0.0% | 1.70% | +14.9% |
| Q2 2018 | $3,262,000 | -50.4% | 47,304 | -52.5% | 1.48% | -23.9% |
| Q1 2018 | $6,572,000 | +79.9% | 99,582 | +74.6% | 1.94% | +13.1% |
| Q4 2017 | $3,654,000 | – | 57,046 | – | 1.72% | – |
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% |