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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $376,635 | +26.3% | 7,285 | +16.9% | 0.20% | +11.4% |
| Q1 2023 | $298,249 | -45.3% | 6,233 | -38.9% | 0.18% | -43.0% |
| Q1 2022 | $545,000 | -33.0% | 10,200 | +41.8% | 0.32% | -29.9% |
| Q4 2021 | $813,000 | +18.0% | 7,195 | +8.4% | 0.46% | +13.3% |
| Q3 2021 | $689,000 | -3.9% | 6,635 | -3.4% | 0.41% | +0.7% |
| Q2 2021 | $717,000 | +87.7% | 6,872 | +74.1% | 0.40% | +81.2% |
| Q1 2021 | $382,000 | -5.0% | 3,948 | -10.6% | 0.22% | -5.9% |
| Q4 2020 | $402,000 | – | 4,414 | – | 0.24% | – |
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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% |