SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,128,079 | +13.8% | 82,810 | +18.0% | 0.00% | +100.0% |
| Q2 2023 | $3,627,944 | +17.1% | 70,173 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $3,097,665 | +8.7% | 64,737 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $2,849,871 | +6.7% | 63,599 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,672,000 | -3.5% | 63,624 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $2,770,000 | -17.8% | 62,678 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $3,368,000 | +4.3% | 63,074 | +120.7% | 0.00% | 0.0% |
| Q4 2021 | $3,230,000 | +8.8% | 28,585 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,970,000 | +1137.5% | 28,597 | +817.2% | 0.00% | – |
| Q4 2019 | $240,000 | +8.6% | 3,118 | 0.0% | 0.00% | – |
| Q3 2019 | $221,000 | -34.4% | 3,118 | -53.5% | 0.00% | – |
| Q2 2016 | $337,000 | +190.5% | 6,701 | +191.7% | 0.00% | – |
| Q1 2015 | $116,000 | – | 2,297 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |