SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | +400.0% | 54 | +157.1% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -80.0% | 21 | -67.7% | 0.00% | – |
| Q3 2018 | $5,000 | +66.7% | 65 | +22.6% | 0.00% | – |
| Q2 2018 | $3,000 | -97.6% | 53 | -98.0% | 0.00% | -100.0% |
| Q3 2015 | $125,000 | -6.7% | 2,685 | +0.8% | 0.02% | 0.0% |
| Q2 2015 | $134,000 | -0.7% | 2,665 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $135,000 | +1.5% | 2,665 | 0.0% | 0.02% | -5.6% |
| Q4 2014 | $133,000 | – | 2,665 | – | 0.02% | – |
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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% |