SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,575,000 | +12.3% | 13,936 | +3.2% | 0.16% | +1.2% |
| Q3 2021 | $1,402,000 | +1.7% | 13,499 | +2.2% | 0.16% | +1.3% |
| Q2 2021 | $1,378,000 | +14.3% | 13,212 | +5.9% | 0.16% | +9.0% |
| Q1 2021 | $1,206,000 | +6.3% | 12,471 | 0.0% | 0.14% | -6.5% |
| Q4 2020 | $1,135,000 | +14.3% | 12,471 | 0.0% | 0.16% | -4.3% |
| Q3 2020 | $993,000 | +8.4% | 12,471 | 0.0% | 0.16% | +2.5% |
| Q2 2020 | $916,000 | +21.5% | 12,471 | 0.0% | 0.16% | -0.6% |
| Q1 2020 | $754,000 | -24.3% | 12,471 | -3.7% | 0.16% | -0.6% |
| Q4 2019 | $996,000 | +8.4% | 12,955 | +0.0% | 0.16% | 0.0% |
| Q3 2019 | $919,000 | -4.4% | 12,949 | -4.9% | 0.16% | -4.2% |
| Q2 2019 | $961,000 | +3.7% | 13,623 | 0.0% | 0.17% | 0.0% |
| Q1 2019 | $927,000 | +38.2% | 13,623 | +21.5% | 0.17% | +18.4% |
| Q4 2018 | $671,000 | -14.8% | 11,210 | +0.1% | 0.14% | -2.1% |
| Q3 2018 | $788,000 | +6.8% | 11,202 | +0.0% | 0.14% | 0.0% |
| Q2 2018 | $738,000 | +188.3% | 11,198 | +178.7% | 0.14% | +161.8% |
| Q1 2018 | $256,000 | -64.3% | 4,018 | -64.1% | 0.06% | -62.3% |
| Q4 2017 | $718,000 | – | 11,194 | – | 0.15% | – |
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% |