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 | $13,590,635 | -3.1% | 272,631 | +0.5% | 2.71% | -1.1% |
| Q2 2023 | $14,025,059 | +12.0% | 271,278 | +3.6% | 2.74% | +2.0% |
| Q1 2023 | $12,523,836 | +9.6% | 261,731 | +2.7% | 2.68% | +3.2% |
| Q4 2022 | $11,424,748 | +6.2% | 254,960 | -0.5% | 2.60% | +5.7% |
| Q3 2022 | $10,760,000 | -6.9% | 256,252 | -2.0% | 2.46% | -3.7% |
| Q2 2022 | $11,560,000 | -17.6% | 261,602 | -0.4% | 2.56% | +0.6% |
| Q1 2022 | $14,021,000 | -7.5% | 262,616 | +95.8% | 2.54% | -5.6% |
| Q4 2021 | $15,161,000 | +9.5% | 134,153 | +0.6% | 2.69% | +1.6% |
| Q3 2021 | $13,845,000 | +0.2% | 133,306 | +0.6% | 2.65% | -6.2% |
| Q2 2021 | $13,818,000 | +9.2% | 132,525 | +1.3% | 2.82% | -4.1% |
| Q1 2021 | $12,656,000 | +3.4% | 130,866 | +0.4% | 2.95% | +0.2% |
| Q4 2020 | $12,237,000 | +18.0% | 130,386 | +0.2% | 2.94% | +2.1% |
| Q3 2020 | $10,368,000 | -3.1% | 130,183 | -10.6% | 2.88% | -15.0% |
| Q2 2020 | $10,705,000 | +20.7% | 145,700 | -0.7% | 3.39% | -3.6% |
| Q1 2020 | $8,871,000 | -21.2% | 146,791 | +0.2% | 3.51% | -7.6% |
| Q4 2019 | $11,263,000 | +4.3% | 146,497 | -0.2% | 3.80% | +1.1% |
| Q3 2019 | $10,797,000 | – | 146,784 | – | 3.76% | – |
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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% |