SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $133,000 | -17.4% | 3,009 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $161,000 | -5.3% | 3,009 | +100.1% | 0.05% | -4.2% |
| Q4 2021 | $170,000 | +9.0% | 1,504 | 0.0% | 0.05% | +4.3% |
| Q3 2021 | $156,000 | -0.6% | 1,504 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $157,000 | +8.3% | 1,504 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $145,000 | +5.8% | 1,504 | +0.1% | 0.05% | 0.0% |
| Q4 2020 | $137,000 | +14.2% | 1,503 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $120,000 | +9.1% | 1,503 | +0.1% | 0.05% | 0.0% |
| Q2 2020 | $110,000 | +22.2% | 1,502 | 0.0% | 0.05% | -4.2% |
| Q1 2020 | $90,000 | -26.8% | 1,502 | -6.2% | 0.05% | -15.8% |
| Q4 2019 | $123,000 | +7.9% | 1,601 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $114,000 | +0.9% | 1,601 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $113,000 | +3.7% | 1,601 | 0.0% | 0.06% | +3.6% |
| Q1 2019 | $109,000 | +23.9% | 1,601 | +8.9% | 0.06% | +7.7% |
| Q4 2018 | $88,000 | +7.3% | 1,470 | +25.6% | 0.05% | +20.9% |
| Q3 2018 | $82,000 | +6.5% | 1,170 | +0.1% | 0.04% | -4.4% |
| Q2 2018 | $77,000 | +2.7% | 1,169 | -0.1% | 0.04% | -2.2% |
| Q1 2018 | $75,000 | 0.0% | 1,170 | +0.1% | 0.05% | -2.1% |
| Q4 2017 | $75,000 | +5.6% | 1,169 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $71,000 | +4.4% | 1,169 | 0.0% | 0.05% | +4.4% |
| Q2 2017 | $68,000 | +1.5% | 1,169 | +0.1% | 0.04% | -6.2% |
| Q1 2017 | $67,000 | +123.3% | 1,168 | +112.4% | 0.05% | +100.0% |
| Q4 2016 | $30,000 | – | 550 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |