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 | $183,685 | -3.5% | 3,685 | +0.1% | 0.11% | -5.2% |
| Q2 2023 | $190,249 | +52.9% | 3,680 | +41.5% | 0.12% | +62.0% |
| Q1 2023 | $124,444 | +0.6% | 2,601 | -5.8% | 0.07% | -5.3% |
| Q4 2022 | $123,707 | +6.6% | 2,761 | 0.0% | 0.08% | -5.1% |
| Q3 2022 | $116,000 | -4.9% | 2,761 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $122,000 | -24.7% | 2,761 | -8.8% | 0.08% | -14.1% |
| Q1 2022 | $162,000 | -5.3% | 3,028 | +100.4% | 0.09% | -4.2% |
| Q4 2021 | $171,000 | +14.8% | 1,511 | +5.1% | 0.10% | +3.2% |
| Q3 2021 | $149,000 | -8.0% | 1,437 | -7.5% | 0.09% | -5.1% |
| Q2 2021 | $162,000 | +118.9% | 1,553 | +103.0% | 0.10% | +104.2% |
| Q1 2021 | $74,000 | +5.7% | 765 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $70,000 | +14.8% | 765 | 0.0% | 0.05% | -5.8% |
| Q3 2020 | $61,000 | +8.9% | 765 | 0.0% | 0.05% | +6.1% |
| Q2 2020 | $56,000 | +21.7% | 765 | 0.0% | 0.05% | +4.3% |
| Q1 2020 | $46,000 | -22.0% | 765 | 0.0% | 0.05% | +2.2% |
| Q4 2019 | $59,000 | +9.3% | 765 | 0.0% | 0.05% | +4.5% |
| Q3 2019 | $54,000 | 0.0% | 765 | 0.0% | 0.04% | -4.3% |
| Q2 2019 | $54,000 | +440.0% | 765 | +410.0% | 0.05% | +411.1% |
| Q1 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 150 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $10,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 150 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $8,000 | – | 150 | – | 0.01% | – |
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% |