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 2022 | $64,000 | +8.5% | 1,531 | +15.3% | 0.01% | +33.3% |
| Q2 2022 | $59,000 | -16.9% | 1,328 | +0.2% | 0.01% | -25.0% |
| Q1 2022 | $71,000 | -5.3% | 1,325 | +98.7% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +47.1% | 667 | +35.8% | 0.01% | +33.3% |
| Q3 2021 | $51,000 | -7.3% | 491 | -6.8% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | 0.0% | 527 | -8.2% | 0.01% | -25.0% |
| Q1 2021 | $55,000 | +14.6% | 574 | +9.1% | 0.01% | -11.1% |
| Q4 2020 | $48,000 | +14.3% | 526 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | -28.8% | 525 | -29.1% | 0.01% | -30.8% |
| Q2 2020 | $59,000 | +20.4% | 740 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -49.0% | 739 | -38.4% | 0.01% | -43.5% |
| Q4 2019 | $96,000 | – | 1,200 | – | 0.02% | – |
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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% |