SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,947 | +8.0% | 57 | 0.0% | 0.00% | – |
| Q1 2023 | $2,728 | -1.8% | 57 | -8.1% | 0.00% | – |
| Q4 2022 | $2,778 | -7.4% | 62 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -40.0% | 62 | +37.8% | 0.00% | -100.0% |
| Q4 2021 | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 45 | -25.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | +300.0% | 60 | +300.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 15 | – | 0.00% | – |
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% |