SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,290 | -5.9% | 246,540 | -2.4% | 1.67% | -2.5% |
| Q2 2023 | $13,055 | +2.1% | 252,521 | -5.5% | 1.71% | -2.5% |
| Q1 2023 | $12,781 | +5.5% | 267,109 | -1.2% | 1.75% | -2.0% |
| Q4 2022 | $12,111 | -99.9% | 270,293 | -7.0% | 1.79% | -10.6% |
| Q3 2022 | $12,205,000 | -3.9% | 290,676 | +1.2% | 2.00% | +1.0% |
| Q2 2022 | $12,698,000 | -15.3% | 287,348 | +2.3% | 1.98% | -7.1% |
| Q1 2022 | $14,998,000 | +1.1% | 280,918 | +114.1% | 2.13% | +3.1% |
| Q4 2021 | $14,830,000 | +7.6% | 131,231 | -1.1% | 2.07% | +0.4% |
| Q3 2021 | $13,784,000 | -1.6% | 132,721 | -1.2% | 2.06% | -1.9% |
| Q2 2021 | $14,010,000 | +6.3% | 134,359 | -1.4% | 2.10% | -0.5% |
| Q1 2021 | $13,174,000 | +3.5% | 136,224 | -2.6% | 2.11% | -6.0% |
| Q4 2020 | $12,725,000 | +11.3% | 139,853 | -2.6% | 2.24% | -6.6% |
| Q3 2020 | $11,431,000 | +7.2% | 143,529 | -1.1% | 2.40% | +2.0% |
| Q2 2020 | $10,662,000 | -44.0% | 145,117 | -54.0% | 2.35% | -1.9% |
| Q1 2020 | $19,044,000 | +125.9% | 315,132 | +187.3% | 2.40% | +32.4% |
| Q4 2019 | $8,432,000 | +3.7% | 109,674 | -4.2% | 1.81% | -3.6% |
| Q3 2019 | $8,134,000 | +27.5% | 114,527 | +26.6% | 1.88% | +18.2% |
| Q2 2019 | $6,380,000 | +4.1% | 90,463 | +0.4% | 1.59% | +1.0% |
| Q1 2019 | $6,131,000 | +14.4% | 90,097 | +0.8% | 1.58% | +4.4% |
| Q4 2018 | $5,358,000 | -15.1% | 89,403 | -0.3% | 1.51% | -8.7% |
| Q3 2018 | $6,311,000 | +2.1% | 89,657 | -4.3% | 1.65% | +4.2% |
| Q2 2018 | $6,183,000 | +8.3% | 93,700 | +4.7% | 1.59% | +16.3% |
| Q1 2018 | $5,710,000 | -2.3% | 89,507 | -1.2% | 1.36% | -17.0% |
| Q4 2017 | $5,847,000 | – | 90,626 | – | 1.64% | – |
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% |