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 | $4,014,746 | -2.2% | 80,537 | +1.5% | 1.00% | +10.2% |
| Q2 2023 | $4,103,318 | +7.8% | 79,368 | -0.2% | 0.91% | -23.7% |
| Q1 2023 | $3,805,306 | +1.5% | 79,526 | -5.0% | 1.19% | -3.1% |
| Q4 2022 | $3,749,306 | +6.7% | 83,671 | -0.1% | 1.23% | -7.6% |
| Q3 2022 | $3,515,000 | -5.0% | 83,726 | +0.0% | 1.33% | -2.7% |
| Q2 2022 | $3,699,000 | -17.3% | 83,722 | -0.1% | 1.37% | -8.7% |
| Q1 2022 | $4,472,000 | -5.7% | 83,768 | +99.6% | 1.50% | -3.6% |
| Q4 2021 | $4,742,000 | +8.4% | 41,967 | -0.4% | 1.56% | -7.1% |
| Q3 2021 | $4,374,000 | -0.2% | 42,118 | +0.2% | 1.67% | -1.8% |
| Q2 2021 | $4,381,000 | +0.3% | 42,024 | -6.8% | 1.70% | -23.5% |
| Q1 2021 | $4,366,000 | +4.5% | 45,080 | -1.8% | 2.23% | -9.6% |
| Q4 2020 | $4,178,000 | +8.8% | 45,921 | -4.5% | 2.46% | -12.9% |
| Q3 2020 | $3,840,000 | +5.6% | 48,075 | -2.9% | 2.83% | +6.2% |
| Q2 2020 | $3,638,000 | +77.6% | 49,528 | +46.1% | 2.66% | +36.9% |
| Q1 2020 | $2,049,000 | -18.9% | 33,908 | +5.0% | 1.94% | -13.5% |
| Q4 2019 | $2,526,000 | – | 32,306 | – | 2.25% | – |
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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% |