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 2023 | $3,522,374 | -8.0% | 70,659 | -4.6% | 3.12% | -5.3% |
| Q2 2023 | $3,828,257 | -49.2% | 74,047 | -53.0% | 3.30% | -30.3% |
| Q1 2023 | $7,531,188 | +4.5% | 157,391 | -2.1% | 4.73% | +0.6% |
| Q4 2022 | $7,206,000 | +16.3% | 160,803 | +8.9% | 4.70% | +4.6% |
| Q3 2022 | $6,198,000 | -5.1% | 147,599 | -0.1% | 4.49% | +2.3% |
| Q2 2022 | $6,532,000 | -8.7% | 147,814 | +10.3% | 4.40% | +7.9% |
| Q1 2022 | $7,152,000 | +1.2% | 133,957 | +114.3% | 4.07% | +6.1% |
| Q4 2021 | $7,064,000 | +16.8% | 62,508 | +7.3% | 3.84% | +6.3% |
| Q3 2021 | $6,049,000 | +5.7% | 58,246 | +6.1% | 3.61% | +4.2% |
| Q2 2021 | $5,722,000 | +6.0% | 54,876 | -1.7% | 3.47% | -2.5% |
| Q1 2021 | $5,398,000 | +7.5% | 55,818 | +1.2% | 3.56% | -1.2% |
| Q4 2020 | $5,020,000 | +10.8% | 55,170 | -3.0% | 3.60% | -0.4% |
| Q3 2020 | $4,531,000 | +1.5% | 56,896 | -6.4% | 3.62% | -7.9% |
| Q2 2020 | $4,465,000 | +0.8% | 60,776 | -17.1% | 3.93% | -12.4% |
| Q1 2020 | $4,431,000 | -36.8% | 73,317 | -19.6% | 4.48% | -28.2% |
| Q4 2019 | $7,014,000 | -1.1% | 91,228 | -8.6% | 6.24% | -6.3% |
| Q3 2019 | $7,092,000 | +10.1% | 99,861 | +9.3% | 6.66% | -3.6% |
| Q2 2019 | $6,444,000 | +6.4% | 91,361 | +2.7% | 6.91% | +4.4% |
| Q1 2019 | $6,056,000 | +28.0% | 88,991 | +12.7% | 6.62% | +9.5% |
| Q4 2018 | $4,731,000 | -6.9% | 78,944 | +9.3% | 6.05% | +9.2% |
| Q3 2018 | $5,084,000 | +7.5% | 72,233 | +0.7% | 5.54% | +0.2% |
| Q2 2018 | $4,731,000 | +10.8% | 71,698 | +7.1% | 5.52% | +6.6% |
| Q1 2018 | $4,271,000 | +4.5% | 66,958 | +5.7% | 5.18% | +2.1% |
| Q4 2017 | $4,088,000 | – | 63,367 | – | 5.08% | – |
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% |