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 2023 | $373,527 | -6.0% | 7,493 | -2.5% | 0.03% | 0.0% |
| Q2 2023 | $397,368 | +10.2% | 7,686 | +1.9% | 0.03% | +8.3% |
| Q1 2023 | $360,721 | +6.9% | 7,539 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $337,583 | -4.1% | 7,534 | -10.2% | 0.02% | -7.7% |
| Q3 2022 | $352,000 | -11.8% | 8,386 | -7.0% | 0.03% | -10.3% |
| Q2 2022 | $399,000 | +64.9% | 9,021 | +186.5% | 0.03% | -9.4% |
| Q4 2019 | $242,000 | +8.0% | 3,149 | -0.2% | 0.03% | -5.9% |
| Q3 2019 | $224,000 | -21.7% | 3,155 | -22.3% | 0.03% | -24.4% |
| Q2 2019 | $286,000 | +34.3% | 4,062 | +14.4% | 0.04% | -26.2% |
| Q4 2018 | $213,000 | – | 3,551 | – | 0.06% | – |
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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% |