SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,287,997 | -1.4% | 86,018 | +2.3% | 1.72% | +2.9% |
| Q2 2023 | $4,349,159 | +11.6% | 84,123 | +3.3% | 1.67% | +2.4% |
| Q1 2023 | $3,898,005 | +3.9% | 81,463 | -2.7% | 1.63% | -0.5% |
| Q4 2022 | $3,750,059 | -0.4% | 83,688 | -6.7% | 1.64% | -8.0% |
| Q3 2022 | $3,767,000 | -6.3% | 89,722 | -1.4% | 1.78% | -1.8% |
| Q2 2022 | $4,021,000 | -19.4% | 91,003 | -2.7% | 1.81% | -3.3% |
| Q1 2022 | $4,991,000 | -7.1% | 93,487 | +96.7% | 1.88% | -2.3% |
| Q4 2021 | $5,371,000 | +18.1% | 47,527 | -4.9% | 1.92% | -8.3% |
| Q3 2021 | $4,549,000 | -10.1% | 49,997 | +3.1% | 2.09% | +3.9% |
| Q2 2021 | $5,058,000 | +5.7% | 48,516 | -2.0% | 2.01% | -2.9% |
| Q1 2021 | $4,786,000 | +5.2% | 49,491 | -1.0% | 2.07% | -0.4% |
| Q4 2020 | $4,549,000 | +10.5% | 49,997 | -3.3% | 2.08% | +5.0% |
| Q3 2020 | $4,118,000 | +3.2% | 51,709 | -4.8% | 1.98% | -4.5% |
| Q2 2020 | $3,989,000 | +10.3% | 54,305 | -9.3% | 2.08% | -11.2% |
| Q1 2020 | $3,617,000 | -32.7% | 59,860 | -14.4% | 2.34% | -16.1% |
| Q4 2019 | $5,377,000 | +7.6% | 69,941 | -0.6% | 2.79% | +1.6% |
| Q3 2019 | $4,998,000 | +3.1% | 70,384 | +2.3% | 2.74% | -0.6% |
| Q2 2019 | $4,850,000 | +7.8% | 68,768 | +4.0% | 2.76% | -6.3% |
| Q1 2019 | $4,498,000 | +18.3% | 66,099 | +4.2% | 2.94% | +5.1% |
| Q4 2018 | $3,802,000 | -14.7% | 63,455 | +0.2% | 2.80% | -4.2% |
| Q3 2018 | $4,456,000 | +11.6% | 63,312 | +4.6% | 2.92% | -6.7% |
| Q2 2018 | $3,992,000 | +9.9% | 60,499 | +6.3% | 3.14% | +12.9% |
| Q1 2018 | $3,631,000 | +5.4% | 56,935 | +6.6% | 2.78% | -6.2% |
| Q4 2017 | $3,445,000 | – | 53,406 | – | 2.96% | – |
Download | ||||||
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% |