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 | $2,326,490 | -4.1% | 46,669 | -0.5% | 0.14% | -2.1% |
| Q2 2023 | $2,425,116 | -0.2% | 46,907 | -7.6% | 0.14% | -7.1% |
| Q1 2023 | $2,428,836 | -20.5% | 50,759 | -25.5% | 0.15% | -30.3% |
| Q4 2022 | $3,053,729 | +6.8% | 68,149 | +0.0% | 0.22% | -4.7% |
| Q3 2022 | $2,860,000 | -99.9% | 68,134 | -0.4% | 0.23% | +0.9% |
| Q2 2022 | $3,022,926,000 | +82651.9% | 68,407 | -0.0% | 0.23% | -5.3% |
| Q1 2022 | $3,653,000 | -4.7% | 68,436 | +101.8% | 0.24% | -2.4% |
| Q4 2021 | $3,833,000 | +23.4% | 33,921 | +13.4% | 0.25% | +12.7% |
| Q3 2021 | $3,105,000 | -3.3% | 29,900 | -2.9% | 0.22% | -14.3% |
| Q2 2021 | $3,211,000 | +2.8% | 30,800 | -4.7% | 0.26% | -1.1% |
| Q1 2021 | $3,125,000 | -4.1% | 32,315 | -9.8% | 0.26% | -27.1% |
| Q4 2020 | $3,260,000 | +62.9% | 35,830 | +42.6% | 0.36% | -26.6% |
| Q3 2020 | $2,001,000 | +8.2% | 25,132 | -0.2% | 0.49% | -9.3% |
| Q2 2020 | $1,850,000 | -32.5% | 25,191 | -44.4% | 0.54% | -47.9% |
| Q1 2020 | $2,740,000 | -30.5% | 45,348 | -11.6% | 1.03% | -13.7% |
| Q4 2019 | $3,945,000 | – | 51,324 | – | 1.20% | – |
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% |