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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,606 | -3.6% | 5,288 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $273,389 | +3.2% | 5,288 | -4.5% | 0.02% | 0.0% |
| Q1 2023 | $264,993 | +17.4% | 5,538 | +9.9% | 0.02% | +13.3% |
| Q4 2022 | $225,753 | -28.8% | 5,038 | -29.9% | 0.02% | -31.8% |
| Q2 2022 | $317,000 | -22.7% | 7,185 | -6.5% | 0.02% | -15.4% |
| Q1 2022 | $410,000 | -9.1% | 7,688 | +92.4% | 0.03% | -10.3% |
| Q4 2021 | $451,000 | +19.6% | 3,996 | +10.0% | 0.03% | +11.5% |
| Q3 2021 | $377,000 | -0.3% | 3,632 | +0.0% | 0.03% | 0.0% |
| Q2 2021 | $378,000 | +11.8% | 3,631 | +3.9% | 0.03% | +116.7% |
| Q1 2021 | $338,000 | +5.6% | 3,495 | -0.9% | 0.01% | -7.7% |
| Q4 2020 | $320,000 | +14.3% | 3,525 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $280,000 | +7.7% | 3,525 | -0.7% | 0.01% | 0.0% |
| Q2 2020 | $260,000 | -35.5% | 3,550 | -46.8% | 0.01% | -45.8% |
| Q1 2020 | $403,000 | -16.0% | 6,670 | +6.8% | 0.02% | 0.0% |
| Q4 2019 | $480,000 | +14.0% | 6,245 | +5.2% | 0.02% | +14.3% |
| Q3 2019 | $421,000 | +1.4% | 5,935 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $415,000 | +4.5% | 5,885 | +0.9% | 0.02% | 0.0% |
| Q1 2019 | $397,000 | +23.3% | 5,835 | +8.4% | 0.02% | +10.5% |
| Q4 2018 | $322,000 | +4.5% | 5,385 | +23.2% | 0.02% | +11.8% |
| Q3 2018 | $308,000 | +12.4% | 4,370 | +5.4% | 0.02% | +6.2% |
| Q2 2018 | $274,000 | +3.4% | 4,145 | -23.2% | 0.02% | -27.3% |
| Q4 2015 | $265,000 | – | 5,400 | – | 0.02% | – |
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% |