SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393 | 0.0% | 7,877 | +3.6% | 0.02% | +5.3% |
| Q2 2023 | $393 | -18.8% | 7,601 | -24.8% | 0.02% | -20.8% |
| Q1 2023 | $484 | -25.1% | 10,112 | -29.9% | 0.02% | -33.3% |
| Q4 2022 | $646 | -99.9% | 14,419 | +0.0% | 0.04% | +5.9% |
| Q3 2022 | $605,000 | -27.0% | 14,417 | -23.1% | 0.03% | -24.4% |
| Q2 2022 | $829,000 | -14.5% | 18,755 | +3.2% | 0.04% | +2.3% |
| Q1 2022 | $970,000 | -36.8% | 18,176 | +33.9% | 0.04% | -33.3% |
| Q4 2021 | $1,534,000 | +7.9% | 13,578 | -0.8% | 0.07% | -1.5% |
| Q3 2021 | $1,422,000 | -3.2% | 13,687 | -2.9% | 0.07% | -2.9% |
| Q2 2021 | $1,469,000 | – | 14,093 | – | 0.07% | – |
Download | ||||||
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% |