SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,867,104 | -6.1% | 157,816 | -2.6% | 3.56% | +2.7% |
| Q2 2023 | $8,377,721 | +6.6% | 162,045 | -1.3% | 3.46% | +3.3% |
| Q1 2023 | $7,859,063 | -64.1% | 164,244 | -66.4% | 3.35% | -69.6% |
| Q4 2022 | $21,880,880 | +9.0% | 488,303 | +2.1% | 11.02% | -2.7% |
| Q3 2022 | $20,081,000 | -4.9% | 478,229 | +0.1% | 11.32% | +10.2% |
| Q2 2022 | $21,113,000 | -13.7% | 477,768 | +4.3% | 10.27% | +7.0% |
| Q1 2022 | $24,455,000 | -0.9% | 458,035 | +109.7% | 9.60% | -20.9% |
| Q4 2021 | $24,683,000 | +12.9% | 218,413 | +3.8% | 12.12% | +34.2% |
| Q3 2021 | $21,858,000 | +1.9% | 210,452 | +2.9% | 9.04% | +8.7% |
| Q2 2021 | $21,446,000 | +5.5% | 204,580 | -2.7% | 8.31% | -7.7% |
| Q1 2021 | $20,337,000 | +8.2% | 210,293 | +1.8% | 9.00% | +4.1% |
| Q4 2020 | $18,803,000 | +14.0% | 206,644 | -0.2% | 8.64% | -10.0% |
| Q3 2020 | $16,494,000 | +9.3% | 207,107 | +0.9% | 9.60% | -5.8% |
| Q2 2020 | $15,086,000 | +16.6% | 205,329 | -4.1% | 10.19% | +4.1% |
| Q1 2020 | $12,936,000 | +24.1% | 214,061 | +57.9% | 9.78% | +73.2% |
| Q4 2019 | $10,425,000 | – | 135,605 | – | 5.65% | – |
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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% |