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 | $27,141 | -3.4% | 544 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $28,083 | +15.9% | 543 | +0.4% | 0.02% | +5.6% |
| Q4 2022 | $24,229 | +5.3% | 541 | +0.4% | 0.02% | 0.0% |
| Q3 2022 | $23,000 | -77.7% | 539 | -76.8% | 0.02% | -76.6% |
| Q2 2022 | $103,000 | -16.9% | 2,328 | +0.0% | 0.08% | -1.3% |
| Q1 2022 | $124,000 | -6.1% | 2,327 | +99.9% | 0.08% | -2.5% |
| Q4 2021 | $132,000 | +9.1% | 1,164 | +0.1% | 0.08% | +3.9% |
| Q3 2021 | $121,000 | 0.0% | 1,163 | +0.1% | 0.08% | -1.3% |
| Q2 2021 | $121,000 | +8.0% | 1,162 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $112,000 | +5.7% | 1,162 | 0.0% | 0.08% | +1.3% |
| Q4 2020 | $106,000 | +15.2% | 1,162 | +0.1% | 0.08% | +6.8% |
| Q3 2020 | $92,000 | +8.2% | 1,161 | +0.1% | 0.07% | -9.9% |
| Q2 2020 | $85,000 | +21.4% | 1,160 | +0.1% | 0.08% | 0.0% |
| Q1 2020 | $70,000 | +483.3% | 1,159 | +633.5% | 0.08% | +575.0% |
| Q4 2019 | $12,000 | – | 158 | – | 0.01% | – |
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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% |