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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $265,365 | -2.8% | 5,922 | -9.0% | 0.20% | -9.2% |
| Q3 2022 | $273,000 | -31.2% | 6,508 | -27.5% | 0.22% | -25.4% |
| Q2 2022 | $397,000 | -57.6% | 8,976 | -48.8% | 0.29% | -51.3% |
| Q1 2022 | $936,000 | -10.2% | 17,536 | +90.2% | 0.60% | -7.4% |
| Q4 2021 | $1,042,000 | -15.6% | 9,222 | -22.4% | 0.64% | -23.8% |
| Q3 2021 | $1,234,000 | -2.9% | 11,884 | -2.5% | 0.85% | -14.3% |
| Q2 2021 | $1,271,000 | +7.3% | 12,190 | -0.4% | 0.99% | -7.8% |
| Q1 2021 | $1,184,000 | +3.5% | 12,238 | -2.7% | 1.07% | +3.4% |
| Q4 2020 | $1,144,000 | +11.5% | 12,574 | -2.4% | 1.04% | -2.3% |
| Q3 2020 | $1,026,000 | +6.0% | 12,881 | -2.3% | 1.06% | -8.6% |
| Q2 2020 | $968,000 | +21.5% | 13,182 | -0.1% | 1.16% | +10.1% |
| Q1 2020 | $797,000 | -61.6% | 13,195 | +8638.4% | 1.05% | -33.7% |
| Q4 2019 | $2,074,000 | – | 151 | – | 1.59% | – |
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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% |