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 | $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 ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |