SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,844 | -3.2% | 5,573 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $287,068 | +8.4% | 5,553 | +0.4% | 0.03% | -5.9% |
| Q1 2023 | $264,721 | +7.2% | 5,532 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $246,963 | +7.4% | 5,511 | +0.5% | 0.03% | 0.0% |
| Q3 2022 | $230,000 | -4.6% | 5,486 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $241,000 | -17.2% | 5,463 | +0.4% | 0.03% | -5.6% |
| Q1 2022 | $291,000 | -5.2% | 5,441 | +100.6% | 0.04% | -2.7% |
| Q4 2021 | $307,000 | +9.3% | 2,713 | +0.4% | 0.04% | -2.6% |
| Q3 2021 | $281,000 | +14.2% | 2,703 | +14.8% | 0.04% | -19.1% |
| Q2 2021 | $246,000 | +8.8% | 2,355 | +0.3% | 0.05% | +2.2% |
| Q1 2021 | $226,000 | -39.4% | 2,348 | -62.0% | 0.05% | -65.9% |
| Q1 2020 | $373,000 | -61.3% | 6,179 | -50.8% | 0.14% | -50.5% |
| Q4 2019 | $963,000 | +10.6% | 12,555 | +2.2% | 0.27% | +1.5% |
| Q3 2019 | $871,000 | -26.0% | 12,281 | -26.5% | 0.27% | -20.4% |
| Q2 2019 | $1,177,000 | +3.5% | 16,713 | 0.0% | 0.34% | -0.3% |
| Q1 2019 | $1,137,000 | +83.7% | 16,713 | +61.7% | 0.34% | +70.4% |
| Q4 2018 | $619,000 | -16.6% | 10,337 | -1.9% | 0.20% | -7.0% |
| Q3 2018 | $742,000 | +115.1% | 10,537 | +100.8% | 0.21% | +94.5% |
| Q2 2018 | $345,000 | +28.3% | 5,248 | +21.6% | 0.11% | +20.9% |
| Q1 2018 | $269,000 | -3.6% | 4,315 | +2.0% | 0.09% | +4.6% |
| Q4 2017 | $279,000 | -8.5% | 4,231 | -14.5% | 0.09% | -24.3% |
| Q3 2017 | $305,000 | +22.5% | 4,951 | +16.6% | 0.12% | +5.5% |
| Q2 2017 | $249,000 | +1.6% | 4,247 | -1.5% | 0.11% | -6.8% |
| Q1 2017 | $245,000 | +3.8% | 4,310 | +0.3% | 0.12% | -15.2% |
| Q4 2016 | $236,000 | – | 4,295 | – | 0.14% | – |
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% |