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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,129,226 | $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% |