SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 541 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,754,737 | +2.7% | 91,534 | -0.2% | 1.83% | -0.2% |
| Q1 2024 | $5,601,882 | +10.0% | 91,759 | +0.3% | 1.84% | +0.7% |
| Q4 2023 | $5,093,184 | +12.1% | 91,489 | +0.3% | 1.82% | +2.8% |
| Q3 2023 | $4,544,986 | -3.8% | 91,173 | -0.2% | 1.77% | +2.1% |
| Q2 2023 | $4,724,862 | +7.4% | 91,390 | -0.6% | 1.74% | +4.0% |
| Q1 2023 | $4,398,348 | +7.2% | 91,920 | +0.4% | 1.67% | +3.5% |
| Q4 2022 | $4,104,003 | +5.6% | 91,587 | -1.0% | 1.61% | -2.1% |
| Q3 2022 | $3,886,000 | -5.8% | 92,549 | -0.9% | 1.65% | +1.0% |
| Q2 2022 | $4,126,000 | -18.2% | 93,369 | -1.1% | 1.63% | -4.7% |
| Q1 2022 | $5,042,000 | -5.3% | 94,432 | +100.4% | 1.71% | -1.1% |
| Q4 2021 | $5,324,000 | +8.4% | 47,115 | -0.3% | 1.73% | +3.8% |
| Q3 2021 | $4,910,000 | -0.6% | 47,273 | -0.2% | 1.67% | -2.2% |
| Q2 2021 | $4,940,000 | +7.9% | 47,373 | +0.1% | 1.70% | +5.1% |
| Q1 2021 | $4,578,000 | +6.6% | 47,332 | +0.3% | 1.62% | +4.2% |
| Q4 2020 | $4,295,000 | +14.1% | 47,208 | -0.1% | 1.55% | +4.2% |
| Q3 2020 | $3,765,000 | -19.1% | 47,271 | -25.2% | 1.49% | -20.9% |
| Q2 2020 | $4,652,000 | +10.6% | 63,188 | +6.7% | 1.89% | +18.2% |
| Q3 2019 | $4,207,000 | -0.2% | 59,232 | -0.9% | 1.60% | -14.0% |
| Q2 2019 | $4,216,000 | -36.2% | 59,770 | -38.4% | 1.86% | -36.2% |
| Q1 2019 | $6,605,000 | +45.0% | 97,065 | +27.7% | 2.91% | +41.8% |
| Q4 2018 | $4,554,000 | -14.3% | 75,994 | +0.6% | 2.05% | +28.8% |
| Q3 2018 | $5,315,000 | +7.0% | 75,515 | +0.3% | 1.59% | -25.5% |
| Q2 2018 | $4,969,000 | +3.4% | 75,302 | 0.0% | 2.14% | +2.9% |
| Q1 2018 | $4,804,000 | -0.8% | 75,302 | +0.3% | 2.08% | +2.1% |
| Q4 2017 | $4,845,000 | +6.2% | 75,100 | +0.3% | 2.04% | -3.3% |
| Q3 2017 | $4,560,000 | +178.9% | 74,869 | +148.2% | 2.10% | +142.0% |
| Q4 2016 | $1,635,000 | – | 30,168 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |