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 | $5,305,201 | -2.8% | 106,423 | +0.8% | 0.84% | -4.3% |
| Q2 2023 | $5,458,746 | +18.9% | 105,585 | +10.0% | 0.88% | -28.0% |
| Q1 2023 | $4,592,202 | +2361.0% | 95,971 | +2204.8% | 1.22% | +1588.9% |
| Q4 2022 | $186,598 | +7.2% | 4,164 | +0.4% | 0.07% | -8.9% |
| Q3 2022 | $174,000 | -4.4% | 4,146 | +0.4% | 0.08% | -6.0% |
| Q2 2022 | $182,000 | -17.3% | 4,128 | +0.4% | 0.08% | -1.2% |
| Q1 2022 | $220,000 | -6.0% | 4,112 | +98.4% | 0.08% | -16.7% |
| Q4 2021 | $234,000 | -15.2% | 2,073 | -21.9% | 0.10% | -27.1% |
| Q3 2021 | $276,000 | +28.4% | 2,654 | +29.0% | 0.14% | +21.7% |
| Q2 2021 | $215,000 | +8.6% | 2,058 | +0.3% | 0.12% | -12.9% |
| Q1 2021 | $198,000 | +6.5% | 2,052 | +0.3% | 0.13% | -5.0% |
| Q4 2020 | $186,000 | +14.8% | 2,046 | +0.4% | 0.14% | -5.4% |
| Q3 2020 | $162,000 | +8.7% | 2,038 | +0.6% | 0.15% | -1.3% |
| Q2 2020 | $149,000 | +0.7% | 2,025 | -17.4% | 0.15% | +28.4% |
| Q1 2020 | $148,000 | -72.7% | 2,453 | -65.3% | 0.12% | -64.7% |
| Q4 2019 | $543,000 | – | 7,063 | – | 0.33% | – |
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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% |