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 | $7,779,764 | -2.8% | 156,063 | +0.8% | 3.58% | +0.1% |
| Q2 2023 | $8,001,607 | +2.6% | 154,770 | -5.1% | 3.58% | -5.0% |
| Q1 2023 | $7,801,906 | +6.6% | 163,049 | -0.2% | 3.76% | +0.3% |
| Q4 2022 | $7,321,264 | +3.2% | 163,385 | -3.3% | 3.75% | -1.7% |
| Q3 2022 | $7,093,000 | -2.1% | 168,928 | +3.1% | 3.82% | +0.4% |
| Q2 2022 | $7,243,000 | -15.5% | 163,899 | +2.1% | 3.80% | -3.6% |
| Q1 2022 | $8,574,000 | -4.3% | 160,604 | +102.6% | 3.95% | -1.8% |
| Q4 2021 | $8,959,000 | +11.0% | 79,278 | +2.0% | 4.02% | +0.3% |
| Q3 2021 | $8,074,000 | +1.2% | 77,737 | +1.6% | 4.01% | -1.0% |
| Q2 2021 | $7,975,000 | +8.7% | 76,488 | +0.8% | 4.05% | +0.2% |
| Q1 2021 | $7,338,000 | +5.6% | 75,874 | -0.7% | 4.04% | -1.3% |
| Q4 2020 | $6,950,000 | +16.3% | 76,378 | +1.8% | 4.09% | +3.0% |
| Q3 2020 | $5,974,000 | +11.2% | 75,009 | +2.6% | 3.97% | +0.7% |
| Q2 2020 | $5,371,000 | +18.8% | 73,110 | -2.3% | 3.95% | -0.3% |
| Q1 2020 | $4,521,000 | -20.2% | 74,820 | +1.5% | 3.96% | -1.6% |
| Q4 2019 | $5,665,000 | +23.9% | 73,691 | +14.5% | 4.02% | -10.9% |
| Q3 2019 | $4,571,000 | -0.4% | 64,356 | -1.1% | 4.51% | -0.8% |
| Q2 2019 | $4,591,000 | +7.0% | 65,093 | +3.3% | 4.55% | +2.5% |
| Q1 2019 | $4,290,000 | +10.8% | 63,039 | -2.4% | 4.44% | +0.6% |
| Q4 2018 | $3,871,000 | -12.2% | 64,589 | +3.1% | 4.41% | +3.6% |
| Q3 2018 | $4,410,000 | +16.8% | 62,654 | +9.5% | 4.26% | +4.9% |
| Q2 2018 | $3,777,000 | +7.8% | 57,229 | +4.1% | 4.06% | +6.0% |
| Q1 2018 | $3,505,000 | +2.9% | 54,951 | +4.1% | 3.83% | +2.7% |
| Q4 2017 | $3,406,000 | – | 52,795 | – | 3.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |