SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,220,657 | -5.9% | 24,524 | -2.3% | 0.22% | -5.2% |
| Q2 2023 | $1,297,340 | +13.5% | 25,094 | +5.1% | 0.23% | +3.6% |
| Q1 2023 | $1,143,077 | +6.9% | 23,886 | +0.1% | 0.22% | -2.2% |
| Q4 2022 | $1,068,959 | +4.4% | 23,856 | -2.4% | 0.23% | -7.0% |
| Q3 2022 | $1,024,000 | +6.6% | 24,447 | +12.5% | 0.24% | +6.6% |
| Q2 2022 | $961,000 | -16.6% | 21,737 | +0.6% | 0.23% | -0.9% |
| Q1 2022 | $1,152,000 | -1.5% | 21,607 | +108.5% | 0.23% | -1.3% |
| Q4 2021 | $1,170,000 | +8.9% | 10,363 | +0.3% | 0.23% | -29.5% |
| Q3 2021 | $1,074,000 | -0.6% | 10,336 | -0.3% | 0.33% | +4.1% |
| Q2 2021 | $1,081,000 | +4.5% | 10,362 | -9.0% | 0.32% | -21.4% |
| Q4 2020 | $1,034,000 | +14.3% | 11,383 | +0.1% | 0.41% | -14.3% |
| Q3 2020 | $905,000 | -6.8% | 11,376 | -14.3% | 0.47% | -30.0% |
| Q2 2020 | $971,000 | +14.2% | 13,268 | -5.6% | 0.68% | -19.5% |
| Q1 2020 | $850,000 | +2.8% | 14,053 | +30.5% | 0.84% | +21.2% |
| Q4 2019 | $827,000 | – | 10,765 | – | 0.69% | – |
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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% |