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 | $770,563 | -3.2% | 15,458 | +0.4% | 0.40% | -0.5% |
| Q2 2023 | $796,151 | +8.5% | 15,399 | +0.4% | 0.40% | +8.7% |
| Q1 2023 | $734,021 | +7.2% | 15,340 | +0.4% | 0.37% | -1.1% |
| Q4 2022 | $684,729 | +7.2% | 15,281 | +0.5% | 0.37% | +18.4% |
| Q3 2022 | $639,000 | -4.5% | 15,211 | +0.4% | 0.32% | +19.8% |
| Q2 2022 | $669,000 | -16.9% | 15,145 | +0.4% | 0.26% | +19.5% |
| Q1 2022 | $805,000 | -5.3% | 15,086 | +100.6% | 0.22% | +45.7% |
| Q4 2021 | $850,000 | +9.3% | 7,521 | +0.4% | 0.15% | +88.8% |
| Q3 2021 | $778,000 | -0.1% | 7,493 | +0.3% | 0.08% | -1.2% |
| Q2 2021 | $779,000 | +8.2% | 7,470 | +0.3% | 0.08% | +1.2% |
| Q1 2021 | $720,000 | +6.5% | 7,447 | +0.3% | 0.08% | -25.2% |
| Q4 2020 | $676,000 | +14.8% | 7,425 | +0.4% | 0.11% | +27.4% |
| Q3 2020 | $589,000 | +9.1% | 7,395 | +0.6% | 0.08% | -7.7% |
| Q2 2020 | $540,000 | +22.2% | 7,349 | +0.4% | 0.09% | -30.5% |
| Q1 2020 | $442,000 | -20.9% | 7,319 | +0.6% | 0.13% | -4.4% |
| Q4 2019 | $559,000 | – | 7,278 | – | 0.14% | – |
Download | ||||||
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% |