SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,537,000 | -0.8% | 25,435 | +26.2% | 0.58% | +7.1% |
| Q4 2019 | $1,549,000 | +4.0% | 20,151 | -3.9% | 0.54% | -7.4% |
| Q3 2019 | $1,489,000 | -4.2% | 20,970 | -4.8% | 0.58% | -13.9% |
| Q2 2019 | $1,554,000 | -5.2% | 22,029 | -8.6% | 0.68% | -15.6% |
| Q1 2019 | $1,640,000 | +25.7% | 24,093 | +10.7% | 0.80% | +12.2% |
| Q4 2018 | $1,305,000 | +52.6% | 21,770 | +79.2% | 0.71% | +8.7% |
| Q3 2018 | $855,000 | +20.6% | 12,146 | +12.9% | 0.66% | +1.5% |
| Q2 2018 | $709,000 | +23.7% | 10,758 | +19.9% | 0.65% | +14.5% |
| Q1 2018 | $573,000 | +17.9% | 8,975 | +19.1% | 0.56% | +5.4% |
| Q4 2017 | $486,000 | – | 7,533 | – | 0.54% | – |
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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% |