SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $90,686,000 | +4.1% | 802,463 | -4.4% | 18.71% | +3.4% |
| Q3 2021 | $87,151,000 | -3.6% | 839,120 | -3.2% | 18.10% | -2.5% |
| Q2 2021 | $90,430,000 | +2.6% | 867,271 | -4.8% | 18.57% | -3.6% |
| Q1 2021 | $88,111,000 | +5.3% | 911,088 | -0.9% | 19.27% | +1.3% |
| Q4 2020 | $83,654,000 | +21.1% | 919,372 | +6.0% | 19.02% | +5.3% |
| Q3 2020 | $69,068,000 | +111.0% | 867,252 | +94.7% | 18.06% | +92.6% |
| Q2 2020 | $32,733,000 | +23.4% | 445,530 | +1.5% | 9.38% | -1.4% |
| Q1 2020 | $26,517,000 | -26.8% | 438,801 | -6.8% | 9.51% | -14.4% |
| Q4 2019 | $36,209,000 | +7.2% | 470,977 | -1.0% | 11.11% | -2.3% |
| Q3 2019 | $33,784,000 | +4.3% | 475,700 | +3.6% | 11.37% | -3.0% |
| Q2 2019 | $32,389,000 | -7.8% | 459,216 | -11.0% | 11.72% | -12.4% |
| Q1 2019 | $35,113,000 | – | 515,995 | – | 13.38% | – |
Download | ||||||
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% |