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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,139,628 | $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% |