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 | $88,235 | -3.6% | 1,770 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $91,509 | -42.6% | 1,770 | -46.9% | 0.02% | -43.9% |
| Q1 2023 | $159,480 | +6.8% | 3,333 | 0.0% | 0.04% | +2.5% |
| Q4 2022 | $149,348 | +6.7% | 3,333 | 0.0% | 0.04% | -7.0% |
| Q3 2022 | $140,000 | -4.8% | 3,333 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $147,000 | -17.4% | 3,333 | 0.0% | 0.04% | -12.0% |
| Q1 2022 | $178,000 | -5.3% | 3,333 | +99.9% | 0.05% | -12.3% |
| Q4 2021 | $188,000 | +8.7% | 1,667 | 0.0% | 0.06% | -1.7% |
| Q3 2021 | $173,000 | -0.6% | 1,667 | -0.2% | 0.06% | -3.3% |
| Q2 2021 | $174,000 | +6.1% | 1,670 | -1.6% | 0.06% | -3.2% |
| Q1 2021 | $164,000 | +6.5% | 1,697 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $154,000 | +14.1% | 1,697 | +0.2% | 0.06% | -7.6% |
| Q3 2020 | $135,000 | -14.0% | 1,694 | -20.5% | 0.07% | -16.5% |
| Q2 2020 | $157,000 | +21.7% | 2,131 | +0.1% | 0.08% | -1.2% |
| Q1 2020 | $129,000 | -20.9% | 2,128 | +0.2% | 0.08% | +6.7% |
| Q4 2019 | $163,000 | +8.7% | 2,124 | +0.4% | 0.08% | -1.3% |
| Q3 2019 | $150,000 | +0.7% | 2,115 | +0.1% | 0.08% | -2.6% |
| Q2 2019 | $149,000 | +3.5% | 2,112 | +0.1% | 0.08% | +1.3% |
| Q1 2019 | $144,000 | – | 2,110 | – | 0.08% | – |
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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% |