SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,083 | -3.6% | 9,450 | 0.0% | 0.07% | -5.1% |
| Q2 2023 | $488,565 | +8.0% | 9,450 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $452,183 | +6.8% | 9,450 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $423,455 | +1.5% | 9,450 | 0.0% | 0.08% | -17.2% |
| Q3 2022 | $417,000 | -0.2% | 9,450 | 0.0% | 0.09% | +24.0% |
| Q2 2022 | $418,000 | -17.2% | 9,450 | 0.0% | 0.08% | -8.5% |
| Q1 2022 | $505,000 | -5.4% | 9,450 | +100.0% | 0.08% | -4.7% |
| Q4 2021 | $534,000 | +8.8% | 4,725 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $491,000 | -0.4% | 4,725 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $493,000 | +5.3% | 4,725 | -2.3% | 0.09% | -3.3% |
| Q1 2021 | $468,000 | +6.4% | 4,835 | 0.0% | 0.09% | -3.2% |
| Q4 2020 | $440,000 | +14.3% | 4,835 | 0.0% | 0.10% | +4.4% |
| Q3 2020 | $385,000 | +8.5% | 4,835 | 0.0% | 0.09% | +2.2% |
| Q2 2020 | $355,000 | – | 4,835 | – | 0.09% | – |
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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% |