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 | $431,551 | -3.6% | 8,657 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $447,567 | +81.9% | 8,657 | +55.4% | 0.16% | +48.1% |
| Q2 2022 | $246,000 | -17.2% | 5,570 | 0.0% | 0.11% | -1.9% |
| Q1 2022 | $297,000 | -7.2% | 5,570 | +93.9% | 0.11% | -1.8% |
| Q4 2021 | $320,000 | +20.3% | 2,872 | +12.1% | 0.11% | +12.2% |
| Q3 2021 | $266,000 | +2.3% | 2,562 | +2.8% | 0.10% | -1.0% |
| Q2 2021 | $260,000 | +4.8% | 2,492 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $248,000 | +5.5% | 2,492 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $235,000 | -56.9% | 2,492 | -64.9% | 0.10% | -64.8% |
| Q4 2019 | $545,000 | – | 7,094 | – | 0.29% | – |
Download | ||||||
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% |