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 | $297,904 | -0.2% | 5,976 | +3.5% | 0.08% | +2.5% |
| Q2 2023 | $298,619 | +8.6% | 5,776 | +0.5% | 0.08% | +3.9% |
| Q1 2023 | $274,994 | +6.8% | 5,747 | 0.0% | 0.08% | +4.1% |
| Q4 2022 | $257,523 | +6.9% | 5,747 | 0.0% | 0.07% | +2.8% |
| Q3 2022 | $241,000 | -5.1% | 5,747 | 0.0% | 0.07% | +4.3% |
| Q2 2022 | $254,000 | -16.7% | 5,747 | +0.7% | 0.07% | -2.8% |
| Q1 2022 | $305,000 | -8.1% | 5,709 | +94.5% | 0.07% | -5.3% |
| Q4 2021 | $332,000 | +8.9% | 2,935 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $305,000 | -0.3% | 2,935 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $306,000 | +7.7% | 2,935 | 0.0% | 0.08% | +1.3% |
| Q1 2021 | $284,000 | +6.4% | 2,935 | 0.0% | 0.08% | -5.1% |
| Q4 2020 | $267,000 | +14.1% | 2,935 | 0.0% | 0.08% | -6.0% |
| Q3 2020 | $234,000 | – | 2,935 | – | 0.08% | – |
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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% |