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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $98,000 | -16.9% | 2,218 | +0.0% | 0.06% | -6.7% |
| Q1 2022 | $118,000 | -8.5% | 2,217 | +93.5% | 0.06% | -20.0% |
| Q4 2021 | $129,000 | -32.5% | 1,146 | -37.5% | 0.08% | -13.8% |
| Q3 2021 | $191,000 | 0.0% | 1,834 | 0.0% | 0.09% | +3.6% |
| Q2 2021 | $191,000 | +7.9% | 1,834 | +0.1% | 0.08% | +10.5% |
| Q1 2021 | $177,000 | +8.6% | 1,833 | +2.1% | 0.08% | 0.0% |
| Q4 2020 | $163,000 | +14.0% | 1,796 | +0.1% | 0.08% | -9.5% |
| Q3 2020 | $143,000 | +8.3% | 1,795 | +0.1% | 0.08% | +1.2% |
| Q2 2020 | $132,000 | +123.7% | 1,794 | +84.2% | 0.08% | +93.0% |
| Q1 2020 | $59,000 | +103.4% | 974 | +161.8% | 0.04% | +207.1% |
| Q4 2019 | $29,000 | – | 372 | – | 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% |