SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,032,898 | -11.0% | 20,720 | -7.7% | 0.03% | -17.1% |
| Q2 2023 | $1,160,648 | +15.5% | 22,450 | +6.9% | 0.04% | +13.9% |
| Q1 2023 | $1,005,191 | +3.5% | 21,007 | -3.1% | 0.04% | -2.7% |
| Q4 2022 | $971,442 | +6.5% | 21,679 | -0.2% | 0.04% | -2.6% |
| Q3 2022 | $912,000 | -12.1% | 21,723 | -7.5% | 0.04% | -7.3% |
| Q2 2022 | $1,038,000 | -18.9% | 23,481 | -2.0% | 0.04% | -4.7% |
| Q1 2022 | $1,280,000 | -17.5% | 23,965 | +74.7% | 0.04% | -12.2% |
| Q4 2021 | $1,551,000 | +35.6% | 13,721 | +24.5% | 0.05% | +25.6% |
| Q3 2021 | $1,144,000 | -1.9% | 11,017 | -1.5% | 0.04% | -2.5% |
| Q2 2021 | $1,166,000 | +12.9% | 11,186 | +4.7% | 0.04% | +5.3% |
| Q1 2021 | $1,033,000 | -52.0% | 10,681 | -54.9% | 0.04% | -61.2% |
| Q4 2020 | $2,153,000 | +12.8% | 23,662 | -1.2% | 0.10% | -1.0% |
| Q3 2020 | $1,908,000 | -10.0% | 23,952 | -17.0% | 0.10% | -16.1% |
| Q2 2020 | $2,121,000 | +21.6% | 28,867 | 0.0% | 0.12% | -4.8% |
| Q1 2020 | $1,744,000 | -26.8% | 28,867 | -6.8% | 0.12% | -7.5% |
| Q4 2019 | $2,381,000 | +153.6% | 30,967 | +134.1% | 0.13% | +135.1% |
| Q3 2019 | $939,000 | +1.3% | 13,227 | +0.7% | 0.06% | 0.0% |
| Q2 2019 | $927,000 | +2.5% | 13,137 | -1.1% | 0.06% | +1.8% |
| Q1 2019 | $904,000 | +18.8% | 13,287 | +4.7% | 0.06% | +9.8% |
| Q4 2018 | $761,000 | – | 12,696 | – | 0.05% | – |
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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% |