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 | $1,536,429 | +8.5% | 30,821 | +12.6% | 0.18% | +14.6% |
| Q2 2023 | $1,415,574 | -8.2% | 27,381 | -15.1% | 0.16% | -14.1% |
| Q1 2023 | $1,542,565 | +5452.4% | 32,237 | +5099.5% | 0.18% | +6033.3% |
| Q4 2022 | $27,782 | +6.9% | 620 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -56.7% | 620 | -54.0% | 0.00% | -62.5% |
| Q2 2022 | $60,000 | -6.2% | 1,347 | +12.4% | 0.01% | +14.3% |
| Q1 2022 | $64,000 | +33.3% | 1,198 | +181.9% | 0.01% | +16.7% |
| Q4 2021 | $48,000 | +9.1% | 425 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 424 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +91.3% | 423 | +80.8% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | +9.5% | 234 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +425.0% | 234 | +387.5% | 0.00% | +200.0% |
| Q3 2020 | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -89.7% | 48 | -90.0% | 0.00% | -83.3% |
| Q4 2018 | $29,000 | +625.0% | 480 | +788.9% | 0.01% | +500.0% |
| Q3 2018 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -33.3% | 54 | -55.7% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +20.0% | 122 | +13.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | +66.7% | 108 | +74.2% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | -40.0% | 62 | -34.7% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | +25.0% | 95 | +13.1% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | +33.3% | 84 | +40.0% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | – | 60 | – | 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% |