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 | $4,180,271 | -3.6% | 83,857 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $4,335,407 | +8.0% | 83,857 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $4,012,557 | +6.9% | 83,857 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $3,753,823 | +6.7% | 83,772 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $3,518,000 | -5.0% | 83,772 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $3,702,000 | -17.2% | 83,772 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $4,473,000 | -21.9% | 83,772 | +65.3% | 0.02% | -16.7% |
| Q4 2021 | $5,727,000 | +8.8% | 50,678 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $5,263,000 | -0.4% | 50,678 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $5,284,000 | +7.4% | 50,678 | -0.4% | 0.02% | 0.0% |
| Q1 2021 | $4,920,000 | +5.7% | 50,878 | -0.5% | 0.02% | +5.9% |
| Q4 2020 | $4,653,000 | +13.8% | 51,136 | -0.4% | 0.02% | +6.2% |
| Q3 2020 | $4,090,000 | +8.5% | 51,360 | +0.1% | 0.02% | +6.7% |
| Q2 2020 | $3,768,000 | +21.5% | 51,291 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $3,100,000 | -21.4% | 51,291 | -0.0% | 0.01% | -6.7% |
| Q4 2019 | $3,943,000 | +8.2% | 51,297 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $3,643,000 | +0.5% | 51,297 | -0.2% | 0.02% | 0.0% |
| Q2 2019 | $3,625,000 | -0.3% | 51,405 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $3,635,000 | +12.5% | 51,405 | -4.6% | 0.02% | -6.2% |
| Q4 2018 | $3,230,000 | -14.9% | 53,905 | +0.0% | 0.02% | 0.0% |
| Q3 2018 | $3,794,000 | +6.7% | 53,899 | 0.0% | 0.02% | +6.7% |
| Q2 2018 | $3,557,000 | +3.5% | 53,899 | -0.0% | 0.02% | 0.0% |
| Q1 2018 | $3,438,000 | -12.6% | 53,905 | -13.5% | 0.02% | -11.8% |
| Q4 2017 | $3,933,000 | +19.7% | 62,304 | +15.6% | 0.02% | +13.3% |
| Q3 2017 | $3,285,000 | +3.7% | 53,905 | -0.5% | 0.02% | 0.0% |
| Q2 2017 | $3,167,000 | +3.8% | 54,176 | +0.5% | 0.02% | 0.0% |
| Q1 2017 | $3,051,000 | +1.7% | 53,905 | -2.7% | 0.02% | -6.2% |
| Q4 2016 | $3,001,000 | +517.5% | 55,404 | +497.0% | 0.02% | +433.3% |
| Q3 2016 | $486,000 | +3.0% | 9,281 | -1.0% | 0.00% | 0.0% |
| Q2 2016 | $472,000 | +7.5% | 9,379 | +5.3% | 0.00% | 0.0% |
| Q1 2016 | $439,000 | -2.9% | 8,908 | -3.3% | 0.00% | 0.0% |
| Q4 2015 | $452,000 | +5.6% | 9,212 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $428,000 | +1.4% | 9,224 | +9.7% | 0.00% | 0.0% |
| Q2 2015 | $422,000 | -0.5% | 8,405 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $424,000 | -6.2% | 8,405 | -7.3% | 0.00% | 0.0% |
| Q4 2014 | $452,000 | +3.0% | 9,069 | -1.7% | 0.00% | 0.0% |
| Q3 2014 | $439,000 | -2.4% | 9,229 | -2.1% | 0.00% | 0.0% |
| Q2 2014 | $450,000 | – | 9,430 | – | 0.00% | – |
Download | ||||||
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% |