SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,478,342 | +11.2% | 26,555 | -0.5% | 0.60% | +3.4% |
| Q3 2023 | $1,329,948 | -4.0% | 26,679 | -0.4% | 0.58% | -2.5% |
| Q2 2023 | $1,385,457 | +7.9% | 26,798 | -0.1% | 0.60% | +0.7% |
| Q1 2023 | $1,284,198 | +5.9% | 26,838 | -0.8% | 0.59% | +0.7% |
| Q4 2022 | $1,212,469 | +0.4% | 27,058 | -6.0% | 0.59% | -7.7% |
| Q3 2022 | $1,208,000 | -5.0% | 28,778 | -0.1% | 0.64% | -1.2% |
| Q2 2022 | $1,272,000 | -17.1% | 28,793 | +0.1% | 0.64% | -4.3% |
| Q1 2022 | $1,535,000 | -9.9% | 28,756 | +90.8% | 0.67% | -7.2% |
| Q4 2021 | $1,703,000 | -1.2% | 15,070 | -9.2% | 0.72% | -2.8% |
| Q3 2021 | $1,723,000 | -11.1% | 16,590 | -10.8% | 0.75% | -8.6% |
| Q2 2021 | $1,939,000 | +4.5% | 18,600 | -3.1% | 0.82% | -5.1% |
| Q1 2021 | $1,856,000 | +2.8% | 19,190 | -3.3% | 0.86% | -7.9% |
| Q4 2020 | $1,805,000 | +0.9% | 19,837 | -11.7% | 0.93% | -9.1% |
| Q3 2020 | $1,789,000 | -58.1% | 22,465 | -61.3% | 1.03% | -63.1% |
| Q2 2020 | $4,267,000 | -38.3% | 58,081 | -49.2% | 2.78% | -56.6% |
| Q1 2020 | $6,914,000 | -29.6% | 114,408 | -10.4% | 6.41% | -17.2% |
| Q4 2019 | $9,819,000 | – | 127,718 | – | 7.74% | – |
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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% |