SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $849,092 | +4.4% | 17,033 | +8.3% | 0.08% | +6.7% |
| Q2 2023 | $813,066 | +8.0% | 15,727 | +0.0% | 0.08% | -8.5% |
| Q1 2023 | $752,504 | +7.3% | 15,726 | +0.5% | 0.08% | -1.2% |
| Q4 2022 | $701,008 | +6.7% | 15,644 | 0.0% | 0.08% | -10.8% |
| Q3 2022 | $657,000 | -36.8% | 15,644 | -26.7% | 0.09% | -31.6% |
| Q2 2022 | $1,039,000 | +103800.0% | 21,354 | +304957.1% | 0.14% | – |
| Q1 2020 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 7 | – | 0.00% | – |
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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% |