SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,986,726 | -0.5% | 59,914 | +3.2% | 1.08% | +4.2% |
| Q2 2023 | $3,001,297 | +8.1% | 58,052 | +0.0% | 1.04% | -0.4% |
| Q1 2023 | $2,776,773 | +8.8% | 58,031 | +1.9% | 1.04% | -2.9% |
| Q4 2022 | $2,552,734 | +7.3% | 56,968 | +0.5% | 1.07% | -4.4% |
| Q3 2022 | $2,380,000 | -13.8% | 56,685 | -9.3% | 1.12% | -14.4% |
| Q2 2022 | $2,762,000 | -33.4% | 62,510 | -19.6% | 1.31% | -34.7% |
| Q1 2022 | $4,149,000 | +18.6% | 77,714 | +151.0% | 2.00% | +50.9% |
| Q4 2021 | $3,499,000 | +10.8% | 30,962 | +1.8% | 1.33% | -4.1% |
| Q3 2021 | $3,158,000 | -33.8% | 30,414 | -33.5% | 1.38% | -36.7% |
| Q2 2021 | $4,771,000 | +23.8% | 45,765 | +14.9% | 2.19% | +8.7% |
| Q1 2021 | $3,853,000 | -12.9% | 39,845 | -18.1% | 2.01% | -23.1% |
| Q4 2020 | $4,425,000 | +6707.7% | 48,634 | +5095.9% | 2.62% | +5240.8% |
| Q3 2018 | $65,000 | +6.6% | 936 | +0.4% | 0.05% | -9.3% |
| Q2 2018 | $61,000 | +3.4% | 932 | +1.1% | 0.05% | +1.9% |
| Q4 2017 | $59,000 | – | 922 | – | 0.05% | – |
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% |