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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $262,000 | +8.3% | 3,414 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $242,000 | -4.0% | 3,414 | -4.6% | 0.15% | -5.0% |
| Q2 2019 | $252,000 | -0.4% | 3,577 | -3.9% | 0.16% | -4.7% |
| Q1 2019 | $253,000 | +4.1% | 3,724 | -8.0% | 0.17% | -9.6% |
| Q4 2018 | $243,000 | -14.7% | 4,049 | 0.0% | 0.19% | -5.1% |
| Q3 2018 | $285,000 | +6.7% | 4,049 | 0.0% | 0.20% | +0.5% |
| Q2 2018 | $267,000 | +3.5% | 4,049 | 0.0% | 0.20% | -2.5% |
| Q1 2018 | $258,000 | -67.0% | 4,049 | -66.7% | 0.20% | +2.6% |
| Q4 2017 | $783,000 | +217.0% | 12,147 | +200.0% | 0.20% | -3.0% |
| Q3 2017 | $247,000 | +4.2% | 4,049 | 0.0% | 0.20% | 0.0% |
| Q2 2017 | $237,000 | -5.6% | 4,049 | -8.0% | 0.20% | -12.6% |
| Q1 2017 | $251,000 | +5.0% | 4,403 | 0.0% | 0.23% | -1.7% |
| Q4 2016 | $239,000 | – | 4,403 | – | 0.24% | – |
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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% |