SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $441,000 | -5.0% | 8,253 | +101.1% | 0.02% | -28.6% |
| Q4 2021 | $464,000 | -2.5% | 4,104 | -10.5% | 0.03% | -20.0% |
| Q3 2021 | $476,000 | -3.6% | 4,584 | -3.2% | 0.04% | -2.8% |
| Q2 2021 | $494,000 | +3.8% | 4,734 | -9.6% | 0.04% | -47.1% |
| Q1 2021 | $476,000 | 0.0% | 5,234 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $476,000 | +9.2% | 5,234 | -11.9% | 0.07% | -4.2% |
| Q3 2020 | $436,000 | 0.0% | 5,940 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $436,000 | +32.1% | 5,940 | +8.7% | 0.07% | +16.4% |
| Q1 2020 | $330,000 | -22.2% | 5,463 | -1.0% | 0.06% | -7.6% |
| Q4 2019 | $424,000 | +1.4% | 5,518 | -6.3% | 0.07% | -2.9% |
| Q3 2019 | $418,000 | +17.1% | 5,886 | +16.4% | 0.07% | +21.4% |
| Q2 2019 | $357,000 | +3.5% | 5,057 | -0.4% | 0.06% | +1.8% |
| Q1 2019 | $345,000 | +19.0% | 5,075 | +5.1% | 0.06% | +14.6% |
| Q4 2018 | $290,000 | – | 4,831 | – | 0.05% | – |
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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% |