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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $285,977 | -51.6% | 6,382 | -54.6% | 0.08% | -49.0% |
| Q3 2022 | $591,000 | -5.0% | 14,068 | 0.0% | 0.15% | -1.9% |
| Q2 2022 | $622,000 | -17.2% | 14,068 | 0.0% | 0.16% | -4.3% |
| Q1 2022 | $751,000 | -5.5% | 14,068 | +100.0% | 0.16% | -3.6% |
| Q4 2021 | $795,000 | +8.8% | 7,034 | 0.0% | 0.17% | +1.8% |
| Q3 2021 | $731,000 | -0.3% | 7,034 | 0.0% | 0.17% | -1.2% |
| Q2 2021 | $733,000 | +7.8% | 7,034 | 0.0% | 0.17% | +2.4% |
| Q1 2021 | $680,000 | +6.2% | 7,034 | 0.0% | 0.16% | 0.0% |
| Q4 2020 | $640,000 | +14.3% | 7,034 | 0.0% | 0.16% | +1.2% |
| Q3 2020 | $560,000 | +8.3% | 7,034 | 0.0% | 0.16% | +3.8% |
| Q2 2020 | $517,000 | +21.6% | 7,034 | 0.0% | 0.16% | +8.3% |
| Q1 2020 | $425,000 | -21.4% | 7,034 | 0.0% | 0.14% | -3.4% |
| Q4 2019 | $541,000 | +8.2% | 7,034 | 0.0% | 0.15% | +3.5% |
| Q3 2019 | $500,000 | +0.8% | 7,034 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $496,000 | +3.5% | 7,034 | 0.0% | 0.14% | -4.7% |
| Q1 2019 | $479,000 | -21.9% | 7,034 | -31.2% | 0.15% | -30.2% |
| Q4 2018 | $613,000 | -14.9% | 10,226 | 0.0% | 0.22% | -15.0% |
| Q3 2018 | $720,000 | +6.7% | 10,226 | 0.0% | 0.25% | -3.1% |
| Q2 2018 | $675,000 | +3.5% | 10,226 | 0.0% | 0.26% | +2.0% |
| Q1 2018 | $652,000 | -1.2% | 10,226 | 0.0% | 0.26% | -1.9% |
| Q4 2017 | $660,000 | +5.9% | 10,226 | 0.0% | 0.26% | +1.2% |
| Q3 2017 | $623,000 | +4.2% | 10,226 | 0.0% | 0.26% | -0.8% |
| Q2 2017 | $598,000 | +2.6% | 10,226 | 0.0% | 0.26% | -4.8% |
| Q1 2017 | $583,000 | +180.3% | 10,226 | +166.1% | 0.27% | +167.6% |
| Q4 2016 | $208,000 | – | 3,843 | – | 0.10% | – |
Download | ||||||
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% |