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 | $592,182 | -1.3% | 11,879 | +2.3% | 0.06% | +1.7% |
| Q2 2023 | $600,134 | +8.0% | 11,608 | 0.0% | 0.06% | +3.4% |
| Q1 2023 | $555,443 | -6.9% | 11,608 | -12.8% | 0.06% | -15.9% |
| Q4 2022 | $596,376 | -63.8% | 13,309 | -66.1% | 0.07% | -69.1% |
| Q3 2022 | $1,649,000 | -61.0% | 39,275 | -59.0% | 0.22% | -59.5% |
| Q2 2022 | $4,228,000 | +230.3% | 95,682 | +299.0% | 0.55% | +240.1% |
| Q1 2022 | $1,280,000 | +120.3% | 23,980 | +366.7% | 0.16% | +125.0% |
| Q4 2021 | $581,000 | -18.4% | 5,138 | -25.0% | 0.07% | -24.2% |
| Q3 2021 | $712,000 | +3.2% | 6,852 | +3.5% | 0.10% | +4.4% |
| Q2 2021 | $690,000 | +27.1% | 6,622 | +17.9% | 0.09% | +18.2% |
| Q1 2021 | $543,000 | -9.2% | 5,618 | -14.5% | 0.08% | -13.5% |
| Q4 2020 | $598,000 | -37.0% | 6,573 | -44.8% | 0.09% | -44.4% |
| Q3 2020 | $949,000 | +44.4% | 11,913 | +33.1% | 0.16% | +36.8% |
| Q2 2020 | $657,000 | – | 8,948 | – | 0.12% | – |
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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% |