SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,712,996 | +34.4% | 34,363 | +39.4% | 0.04% | +65.2% |
| Q2 2023 | $1,274,647 | +0.5% | 24,655 | -7.0% | 0.02% | +27.8% |
| Q1 2023 | $1,268,915 | +17.2% | 26,519 | +9.8% | 0.02% | +20.0% |
| Q4 2022 | $1,082,296 | +1252.9% | 24,153 | +1495.3% | 0.02% | +1400.0% |
| Q1 2022 | $80,000 | -5.9% | 1,514 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $85,000 | +54.5% | 757 | +41.2% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 536 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | -79.2% | 536 | -80.4% | 0.00% | -75.0% |
| Q1 2021 | $264,000 | -75.1% | 2,736 | -76.6% | 0.00% | -75.0% |
| Q4 2020 | $1,062,000 | +16.4% | 11,670 | +1.9% | 0.02% | +6.7% |
| Q3 2020 | $912,000 | +37.1% | 11,450 | +26.5% | 0.02% | +25.0% |
| Q2 2020 | $665,000 | +21.6% | 9,054 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $547,000 | -21.4% | 9,054 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $696,000 | – | 9,054 | – | 0.01% | – |
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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% |