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 2021 | $127,000 | +7.6% | 1,313 | +1.5% | 0.06% | -1.5% |
| Q4 2020 | $118,000 | +13.5% | 1,294 | -0.5% | 0.07% | +1.5% |
| Q3 2020 | $104,000 | +9.5% | 1,301 | +0.1% | 0.06% | +6.6% |
| Q2 2020 | $95,000 | +20.3% | 1,300 | -0.3% | 0.06% | +5.2% |
| Q1 2020 | $79,000 | -21.0% | 1,304 | +0.2% | 0.06% | -9.4% |
| Q4 2019 | $100,000 | +8.7% | 1,301 | +0.1% | 0.06% | +4.9% |
| Q3 2019 | $92,000 | 0.0% | 1,300 | -0.1% | 0.06% | +1.7% |
| Q2 2019 | $92,000 | +15.0% | 1,301 | +10.6% | 0.06% | +11.1% |
| Q1 2019 | $80,000 | +21.2% | 1,176 | +7.0% | 0.05% | +3.8% |
| Q4 2018 | $66,000 | -14.3% | 1,099 | +0.5% | 0.05% | -8.8% |
| Q3 2018 | $77,000 | +14.9% | 1,093 | +8.3% | 0.06% | +11.8% |
| Q2 2018 | $67,000 | – | 1,009 | – | 0.05% | – |
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% |