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 | $5,147,611 | +14.5% | 103,262 | +18.7% | 4.31% | +8.8% |
| Q2 2023 | $4,496,297 | +74.8% | 86,969 | +61.7% | 3.96% | +57.7% |
| Q1 2023 | $2,572,799 | -14.6% | 53,768 | -20.0% | 2.51% | -27.2% |
| Q4 2022 | $3,012,935 | -2.9% | 67,238 | -9.0% | 3.45% | -6.3% |
| Q3 2022 | $3,104,000 | -16.9% | 73,926 | -12.6% | 3.69% | -5.3% |
| Q2 2022 | $3,736,000 | -60.6% | 84,555 | -52.4% | 3.89% | -50.7% |
| Q1 2022 | $9,484,000 | -0.1% | 177,630 | +111.5% | 7.89% | +10.0% |
| Q4 2021 | $9,490,000 | +15.5% | 83,973 | +6.2% | 7.18% | +13.5% |
| Q3 2021 | $8,214,000 | +16.4% | 79,086 | +16.9% | 6.32% | +10.8% |
| Q2 2021 | $7,055,000 | +8.3% | 67,662 | +0.5% | 5.71% | +6.3% |
| Q1 2021 | $6,513,000 | +6.1% | 67,350 | -0.1% | 5.37% | -3.0% |
| Q4 2020 | $6,136,000 | +11.5% | 67,441 | -2.4% | 5.54% | -2.3% |
| Q3 2020 | $5,503,000 | +16.9% | 69,097 | +7.8% | 5.67% | +3.5% |
| Q2 2020 | $4,708,000 | +7.7% | 64,085 | -11.4% | 5.48% | -4.3% |
| Q1 2020 | $4,373,000 | -40.7% | 72,367 | -24.5% | 5.72% | -19.0% |
| Q4 2019 | $7,370,000 | – | 95,865 | – | 7.06% | – |
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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% |