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 | $241,124 | -5.5% | 4,837 | -2.0% | 0.04% | -5.3% |
| Q2 2023 | $255,088 | -17.3% | 4,934 | -23.5% | 0.04% | -24.0% |
| Q1 2023 | $308,489 | -6.4% | 6,447 | -12.4% | 0.05% | -20.6% |
| Q4 2022 | $329,622 | -27.9% | 7,356 | -32.3% | 0.06% | -30.8% |
| Q3 2022 | $457,000 | -12.5% | 10,873 | -7.9% | 0.09% | -11.7% |
| Q2 2022 | $522,000 | -31.4% | 11,811 | -17.2% | 0.10% | -15.6% |
| Q1 2022 | $761,000 | -53.5% | 14,262 | -1.6% | 0.12% | -55.3% |
| Q4 2021 | $1,638,000 | +2381.8% | 14,492 | +2200.3% | 0.27% | +2630.0% |
| Q2 2021 | $66,000 | +24.5% | 630 | +14.8% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +32.5% | 549 | +9.4% | 0.01% | -28.6% |
| Q3 2020 | $40,000 | +8.1% | 502 | 0.0% | 0.01% | -17.6% |
| Q2 2020 | $37,000 | +23.3% | 502 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $30,000 | -23.1% | 502 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $39,000 | +8.3% | 502 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 502 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $35,000 | +2.9% | 502 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $34,000 | – | 502 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |