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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,393,031 | +8.7% | 42,986 | -2.7% | 0.26% | -0.8% |
| Q3 2023 | $2,202,273 | -3.4% | 44,178 | +0.2% | 0.26% | -1.5% |
| Q2 2023 | $2,279,401 | +7.0% | 44,089 | -1.0% | 0.27% | +1.9% |
| Q1 2023 | $2,130,186 | +6.1% | 44,518 | -0.6% | 0.26% | +3.1% |
| Q4 2022 | $2,007,802 | +5.6% | 44,807 | -1.1% | 0.26% | -4.1% |
| Q3 2022 | $1,902,000 | -3.4% | 45,306 | +1.7% | 0.27% | +1.1% |
| Q2 2022 | $1,968,000 | -13.8% | 44,542 | +4.2% | 0.26% | 0.0% |
| Q1 2022 | $2,283,000 | -5.3% | 42,763 | +100.4% | 0.26% | -1.9% |
| Q4 2021 | $2,411,000 | +20.6% | 21,334 | -3.7% | 0.27% | +12.1% |
| Q3 2021 | $2,000,000 | 0.0% | 22,156 | -0.0% | 0.24% | -4.0% |
| Q2 2021 | $2,000,000 | 0.0% | 22,158 | -1.2% | 0.25% | -4.2% |
| Q1 2021 | $2,000,000 | 0.0% | 22,423 | -0.0% | 0.26% | -10.9% |
| Q4 2020 | $2,000,000 | +5.9% | 22,425 | -5.5% | 0.29% | -8.2% |
| Q3 2020 | $1,889,000 | +8.1% | 23,724 | -0.2% | 0.32% | 0.0% |
| Q2 2020 | $1,747,000 | +34.9% | 23,772 | +10.9% | 0.32% | +5.3% |
| Q1 2020 | $1,295,000 | -74.6% | 21,432 | -67.7% | 0.30% | -72.9% |
| Q4 2019 | $5,107,000 | +11.3% | 66,423 | +2.8% | 1.12% | +2.3% |
| Q3 2019 | $4,589,000 | -1.2% | 64,622 | -1.9% | 1.09% | -1.4% |
| Q2 2019 | $4,645,000 | -0.0% | 65,855 | -3.5% | 1.11% | -6.7% |
| Q1 2019 | $4,646,000 | – | 68,270 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
| HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
| Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
| AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
| Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
| SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
| WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
| Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
| Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
| Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |