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 | $2,923 | -92.7% | 59 | -92.4% | 0.00% | -100.0% |
| Q2 2023 | $39,943 | +1569.2% | 773 | +1446.0% | 0.00% | – |
| Q1 2023 | $2,393 | -73.3% | 50 | -75.0% | 0.00% | -100.0% |
| Q4 2022 | $8,962 | +12.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -52.2% | 200 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $23,000 | +130.0% | 200 | +100.0% | 0.00% | +100.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -73.1% | 100 | -77.0% | 0.00% | -80.0% |
| Q1 2020 | $26,000 | -43.5% | 435 | -27.5% | 0.01% | -37.5% |
| Q4 2019 | $46,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | -25.9% | 600 | -27.3% | 0.01% | -27.3% |
| Q2 2019 | $58,000 | +3.6% | 825 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | +51.4% | 825 | +32.0% | 0.01% | +37.5% |
| Q4 2018 | $37,000 | – | 625 | – | 0.01% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $42,000 | +7.7% | 615 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $39,000 | -2.5% | 615 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $40,000 | +8.1% | 615 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | – | 615 | – | 0.01% | – |
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% |