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 | $73,701 | -3.5% | 1,478 | +0.1% | 0.02% | -4.5% |
| Q2 2023 | $76,376 | +8.1% | 1,477 | +0.1% | 0.02% | +10.0% |
| Q1 2023 | $70,635 | +153454.3% | 1,476 | +44.1% | 0.02% | +33.3% |
| Q4 2022 | $46 | -99.9% | 1,024 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $43,000 | -4.4% | 1,024 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $45,000 | -18.2% | 1,024 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 1,024 | +100.0% | 0.02% | -6.2% |
| Q4 2021 | $58,000 | +9.4% | 512 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $53,000 | -8.6% | 512 | -7.6% | 0.02% | -11.1% |
| Q2 2021 | $58,000 | +7.4% | 554 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $54,000 | +8.0% | 554 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $50,000 | 0.0% | 554 | -11.2% | 0.02% | -10.0% |
| Q3 2020 | $50,000 | +11.1% | 624 | 0.0% | 0.02% | +42.9% |
| Q2 2020 | $45,000 | – | 624 | – | 0.01% | – |
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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% |