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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,565 | +135.5% | 12,829 | +144.3% | 0.07% | +127.6% |
| Q2 2023 | $271,555 | -84.9% | 5,252 | -86.0% | 0.03% | -70.1% |
| Q1 2023 | $1,799,039 | -91.0% | 37,598 | -91.6% | 0.10% | -92.0% |
| Q4 2022 | $20,037,708 | +807.1% | 447,170 | +749.8% | 1.21% | +712.8% |
| Q3 2022 | $2,209,000 | -8.9% | 52,619 | -4.2% | 0.15% | -8.6% |
| Q2 2022 | $2,426,000 | -28.4% | 54,903 | -13.5% | 0.16% | -20.5% |
| Q1 2022 | $3,387,000 | +27.3% | 63,440 | +169.4% | 0.20% | +23.5% |
| Q4 2021 | $2,661,000 | +5.1% | 23,549 | -3.3% | 0.17% | -4.0% |
| Q3 2021 | $2,531,000 | -4.0% | 24,364 | -3.6% | 0.17% | -8.9% |
| Q2 2021 | $2,636,000 | -12.9% | 25,285 | -19.2% | 0.19% | -26.6% |
| Q1 2021 | $3,025,000 | -1.3% | 31,284 | -7.1% | 0.26% | -5.8% |
| Q4 2020 | $3,065,000 | -41.7% | 33,678 | -54.7% | 0.28% | -23.2% |
| Q3 2020 | $5,258,000 | +101.2% | 74,402 | +109.2% | 0.36% | +5.9% |
| Q2 2020 | $2,613,000 | +24.7% | 35,563 | +2.5% | 0.34% | -7.9% |
| Q1 2020 | $2,096,000 | -37.3% | 34,693 | -20.2% | 0.37% | -13.4% |
| Q4 2019 | $3,343,000 | +1.9% | 43,492 | -5.9% | 0.42% | -20.2% |
| Q3 2019 | $3,281,000 | +28.6% | 46,199 | +27.7% | 0.53% | +5.8% |
| Q2 2019 | $2,551,000 | +62.5% | 36,168 | +38.1% | 0.50% | +26.1% |
| Q4 2018 | $1,570,000 | -63.3% | 26,191 | -56.9% | 0.40% | -41.1% |
| Q3 2018 | $4,274,000 | +524.9% | 60,719 | +485.6% | 0.68% | +253.9% |
| Q2 2018 | $684,000 | -43.7% | 10,369 | -45.5% | 0.19% | -46.0% |
| Q1 2018 | $1,214,000 | -54.1% | 19,035 | -53.5% | 0.35% | -38.9% |
| Q4 2017 | $2,644,000 | +205.0% | 40,975 | +188.0% | 0.58% | +185.2% |
| Q3 2017 | $867,000 | – | 14,227 | – | 0.20% | – |
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% |