SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,166 | -3.6% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,581 | +8.1% | 224 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,718 | +6.8% | 224 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,037 | +11.5% | 224 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 224 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 224 | +100.0% | 0.00% | -25.0% |
| Q4 2021 | $13,000 | +8.3% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | -72.2% | 112 | -81.4% | 0.00% | -81.8% |
| Q1 2020 | $36,000 | +227.3% | 602 | +283.4% | 0.02% | +214.3% |
| Q1 2019 | $11,000 | – | 157 | – | 0.01% | – |
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% |