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 2023 | $329,352 | -38.2% | 6,883 | -42.1% | 0.02% | -37.0% |
| Q4 2022 | $532,587 | +84.9% | 11,885 | +73.3% | 0.03% | +58.8% |
| Q3 2022 | $288,000 | -5.0% | 6,857 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $303,000 | -57.7% | 6,857 | -48.9% | 0.02% | -50.0% |
| Q1 2022 | $716,000 | -6.4% | 13,420 | +98.3% | 0.03% | -8.1% |
| Q4 2021 | $765,000 | +7.9% | 6,768 | -0.8% | 0.04% | 0.0% |
| Q3 2021 | $709,000 | -17.2% | 6,822 | -16.9% | 0.04% | -15.9% |
| Q2 2021 | $856,000 | +2.4% | 8,209 | -5.0% | 0.04% | -2.2% |
| Q1 2021 | $836,000 | +33.3% | 8,642 | +25.4% | 0.04% | +21.6% |
| Q4 2020 | $627,000 | +6.8% | 6,894 | -6.5% | 0.04% | -7.5% |
| Q3 2020 | $587,000 | +34.6% | 7,370 | +24.3% | 0.04% | +25.0% |
| Q2 2020 | $436,000 | -4.6% | 5,928 | -21.6% | 0.03% | -20.0% |
| Q1 2020 | $457,000 | +51.3% | 7,559 | +92.7% | 0.04% | +100.0% |
| Q4 2019 | $302,000 | +20.8% | 3,922 | +11.4% | 0.02% | 0.0% |
| Q3 2019 | $250,000 | +1.6% | 3,520 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $246,000 | – | 3,491 | – | 0.02% | – |
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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% |