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 | $1,054,975 | +2.8% | 21,163 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,026,621 | 0.0% | 21,455 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,026,621 | +2.1% | 21,455 | -4.4% | 0.01% | 0.0% |
| Q4 2022 | $1,005,670 | +21.2% | 22,443 | +13.5% | 0.01% | +20.0% |
| Q3 2022 | $830,000 | -5.4% | 19,770 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $877,000 | -18.9% | 19,852 | -2.0% | 0.01% | 0.0% |
| Q1 2022 | $1,081,000 | -8.2% | 20,256 | +94.3% | 0.01% | -16.7% |
| Q4 2021 | $1,178,000 | +8.9% | 10,426 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,082,000 | +54.1% | 10,426 | +54.8% | 0.01% | +50.0% |
| Q2 2021 | $702,000 | +6.2% | 6,737 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $661,000 | +3.9% | 6,837 | -2.3% | 0.00% | +33.3% |
| Q4 2020 | $636,000 | +14.2% | 6,997 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $557,000 | +8.4% | 6,997 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $514,000 | +490.8% | 6,997 | +517.6% | 0.00% | – |
| Q1 2020 | $87,000 | 0.0% | 1,133 | 0.0% | 0.00% | – |
| Q4 2019 | $87,000 | -40.8% | 1,133 | -45.6% | 0.00% | -100.0% |
| Q3 2019 | $147,000 | -30.7% | 2,083 | -31.0% | 0.00% | 0.0% |
| Q2 2019 | $212,000 | +3.4% | 3,019 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $205,000 | +13.9% | 3,019 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $180,000 | -9.5% | 3,019 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $199,000 | +12.4% | 3,019 | +3.4% | 0.00% | 0.0% |
| Q3 2017 | $177,000 | +6.6% | 2,919 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $166,000 | 0.0% | 2,919 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $166,000 | – | 2,919 | – | 0.00% | – |
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% |