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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,314 | +1.4% | 668 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $32,869 | +8.0% | 635 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,421 | +6.8% | 635 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,489 | +9.6% | 635 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 635 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -20.0% | 635 | +100.3% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 317 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 317 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $33,000 | +10.0% | 317 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +7.1% | 317 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +12.0% | 316 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 315 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 313 | -19.3% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | +27.8% | 388 | +58.4% | 0.00% | +100.0% |
| Q4 2019 | $18,000 | +5.9% | 245 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | – | 244 | – | 0.00% | – |
| Q2 2017 | $0 | – | 0 | – | 0.00% | – |
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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% |