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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $212,000 | -7.0% | 5,049 | -2.2% | 0.02% | -3.8% |
| Q2 2022 | $228,000 | -14.3% | 5,165 | +3.5% | 0.03% | 0.0% |
| Q1 2022 | $266,000 | -1.1% | 4,991 | +109.4% | 0.03% | +4.0% |
| Q4 2021 | $269,000 | +20.6% | 2,383 | +11.3% | 0.02% | +4.2% |
| Q3 2021 | $223,000 | 0.0% | 2,142 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | +159.3% | 2,142 | +98.0% | 0.02% | +100.0% |
| Q3 2020 | $86,000 | +8.9% | 1,082 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $79,000 | +33.9% | 1,082 | +10.4% | 0.01% | 0.0% |
| Q1 2020 | $59,000 | -13.2% | 980 | +11.1% | 0.01% | 0.0% |
| Q4 2019 | $68,000 | +209.1% | 882 | +182.7% | 0.01% | +200.0% |
| Q3 2019 | $22,000 | 0.0% | 312 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $22,000 | +4.8% | 312 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $21,000 | -69.1% | 312 | -72.8% | 0.00% | -76.5% |
| Q4 2018 | $68,000 | -16.0% | 1,147 | 0.0% | 0.02% | +13.3% |
| Q3 2018 | $81,000 | +8.0% | 1,147 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $75,000 | – | 1,147 | – | 0.02% | – |
Download | ||||||
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% |