SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,713 | -3.6% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $495,441 | +8.0% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $458,547 | -17.5% | 9,583 | -22.7% | 0.01% | -16.7% |
| Q4 2022 | $555,626 | -40.9% | 12,400 | -44.6% | 0.01% | -45.5% |
| Q3 2022 | $940,000 | +10344.4% | 22,397 | +12625.6% | 0.01% | – |
| Q1 2022 | $9,000 | +28.6% | 176 | +198.3% | 0.00% | – |
| Q4 2021 | $7,000 | -63.2% | 59 | -68.3% | 0.00% | – |
| Q2 2021 | $19,000 | +5.6% | 186 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | -66.0% | 186 | -68.3% | 0.00% | -100.0% |
| Q4 2020 | $53,000 | +253.3% | 587 | +215.6% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 186 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -80.6% | 186 | -80.2% | 0.00% | -100.0% |
| Q4 2019 | $72,000 | -69.0% | 939 | -71.2% | 0.00% | -75.0% |
| Q3 2019 | $232,000 | +231.4% | 3,261 | +178.7% | 0.00% | +300.0% |
| Q4 2018 | $70,000 | +268.4% | 1,170 | +290.0% | 0.00% | – |
| Q4 2017 | $19,000 | – | 300 | – | 0.00% | – |
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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% |