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 | $410,096 | -4.5% | 8,227 | -1.0% | 0.05% | 0.0% |
| Q2 2023 | $429,451 | +8.0% | 8,307 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $397,471 | -18.3% | 8,307 | -23.5% | 0.05% | -26.0% |
| Q4 2022 | $486,663 | +64.4% | 10,861 | +54.3% | 0.07% | +49.0% |
| Q3 2022 | $296,000 | -4.8% | 7,040 | +0.1% | 0.05% | -2.0% |
| Q2 2022 | $311,000 | +34.1% | 7,036 | +62.0% | 0.05% | +51.5% |
| Q1 2022 | $232,000 | -5.3% | 4,343 | +100.0% | 0.03% | -17.5% |
| Q4 2021 | $245,000 | +8.9% | 2,171 | +0.1% | 0.04% | -24.5% |
| Q3 2021 | $225,000 | +0.4% | 2,169 | +0.9% | 0.05% | +1.9% |
| Q2 2021 | $224,000 | +7.7% | 2,150 | +0.0% | 0.05% | -10.3% |
| Q1 2021 | $208,000 | -5.5% | 2,149 | -10.9% | 0.06% | -13.4% |
| Q4 2020 | $220,000 | -16.0% | 2,412 | -29.1% | 0.07% | -31.6% |
| Q4 2019 | $262,000 | +8.3% | 3,404 | -0.0% | 0.10% | -3.0% |
| Q3 2019 | $242,000 | +6.1% | 3,405 | +5.4% | 0.10% | +4.1% |
| Q2 2019 | $228,000 | +3.6% | 3,230 | 0.0% | 0.10% | -2.0% |
| Q1 2019 | $220,000 | -11.6% | 3,230 | -8.8% | 0.10% | -19.5% |
| Q3 2018 | $249,000 | +7.8% | 3,542 | +1.1% | 0.12% | -0.8% |
| Q2 2018 | $231,000 | +3.6% | 3,502 | 0.0% | 0.12% | -1.6% |
| Q1 2018 | $223,000 | +5.2% | 3,502 | +6.7% | 0.13% | +7.7% |
| Q4 2017 | $212,000 | +5.5% | 3,282 | -0.5% | 0.12% | 0.0% |
| Q3 2017 | $201,000 | -9.9% | 3,300 | -27.1% | 0.12% | -40.9% |
| Q1 2016 | $223,000 | – | 4,526 | – | 0.20% | – |
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% |