SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 749 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $288,000 | -28.0% | 2,552 | -33.7% | 0.06% | -56.4% |
| Q3 2021 | $400,000 | +7.5% | 3,850 | +7.8% | 0.13% | +9.9% |
| Q2 2021 | $372,000 | +22.4% | 3,571 | +13.5% | 0.12% | +9.0% |
| Q1 2021 | $304,000 | +6.3% | 3,146 | +0.2% | 0.11% | -0.9% |
| Q4 2020 | $286,000 | +14.4% | 3,141 | +0.2% | 0.11% | -1.8% |
| Q3 2020 | $250,000 | +1.6% | 3,134 | -6.3% | 0.11% | -6.6% |
| Q2 2020 | $246,000 | +21.8% | 3,344 | +0.2% | 0.12% | +4.3% |
| Q1 2020 | $202,000 | +124.4% | 3,337 | +160.7% | 0.12% | +265.6% |
| Q2 2019 | $90,000 | – | 1,280 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |