SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,163 | -48.4% | 2,250 | -50.5% | 0.02% | -45.7% |
| Q1 2023 | $217,392 | +115.6% | 4,543 | +101.9% | 0.05% | +119.0% |
| Q4 2022 | $100,823 | +21.5% | 2,250 | +100.0% | 0.02% | -58.0% |
| Q2 2020 | $83,000 | +22.1% | 1,125 | 0.0% | 0.05% | +11.1% |
| Q1 2020 | $68,000 | -20.9% | 1,125 | 0.0% | 0.04% | +28.6% |
| Q4 2019 | $86,000 | -19.6% | 1,125 | -25.0% | 0.04% | -23.9% |
| Q3 2019 | $107,000 | +0.9% | 1,500 | 0.0% | 0.05% | -19.3% |
| Q2 2019 | $106,000 | – | 1,500 | – | 0.06% | – |
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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% |