SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,193 | -3.6% | 2,050 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $105,985 | +8.0% | 2,050 | 0.0% | 0.07% | +4.4% |
| Q1 2023 | $98,093 | +6.8% | 2,050 | 0.0% | 0.07% | +4.6% |
| Q4 2022 | $91,860 | +6.8% | 2,050 | 0.0% | 0.06% | -5.8% |
| Q3 2022 | $86,000 | -5.5% | 2,050 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $91,000 | -16.5% | 2,050 | 0.0% | 0.07% | +4.7% |
| Q1 2022 | $109,000 | -6.0% | 2,050 | +100.0% | 0.06% | +6.7% |
| Q4 2021 | $116,000 | +9.4% | 1,025 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $106,000 | -0.9% | 1,025 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $107,000 | +8.1% | 1,025 | 0.0% | 0.06% | -4.7% |
| Q1 2021 | $99,000 | +6.5% | 1,025 | 0.0% | 0.06% | -4.5% |
| Q4 2020 | $93,000 | +13.4% | 1,025 | 0.0% | 0.07% | -10.7% |
| Q3 2020 | $82,000 | +9.3% | 1,025 | 0.0% | 0.08% | -9.6% |
| Q2 2020 | $75,000 | +21.0% | 1,025 | 0.0% | 0.08% | +6.4% |
| Q1 2020 | $62,000 | -21.5% | 1,025 | 0.0% | 0.08% | +18.2% |
| Q4 2019 | $79,000 | +8.2% | 1,025 | 0.0% | 0.07% | -5.7% |
| Q3 2019 | $73,000 | +1.4% | 1,025 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $72,000 | +2.9% | 1,025 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +14.8% | 1,025 | 0.0% | 0.07% | -4.0% |
| Q4 2018 | $61,000 | – | 1,025 | – | 0.08% | – |
Download | ||||||
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% |