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 2022 | $8,954,000 | -48.8% | 213,235 | -46.1% | 4.14% | +3.1% |
Q2 2022 | $17,472,000 | +65.8% | 395,392 | +100.3% | 4.01% | -7.5% |
Q1 2022 | $10,538,000 | -3.3% | 197,379 | +104.6% | 4.34% | -8.2% |
Q4 2021 | $10,901,000 | +11.2% | 96,462 | +2.2% | 4.73% | +18.8% |
Q3 2021 | $9,806,000 | +5.9% | 94,417 | +6.3% | 3.98% | +7.3% |
Q2 2021 | $9,258,000 | +18.9% | 88,791 | +10.3% | 3.71% | +14.8% |
Q1 2021 | $7,788,000 | +12.8% | 80,527 | +6.2% | 3.23% | +10.6% |
Q4 2020 | $6,902,000 | +22.6% | 75,859 | +7.3% | 2.92% | +21.2% |
Q3 2020 | $5,631,000 | +16.2% | 70,703 | +7.2% | 2.41% | +8.1% |
Q2 2020 | $4,846,000 | -25.5% | 65,956 | -38.7% | 2.23% | -2.6% |
Q1 2020 | $6,502,000 | +14.4% | 107,598 | +45.6% | 2.29% | +13.8% |
Q4 2019 | $5,682,000 | – | 73,902 | – | 2.01% | – |
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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% |