SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $767,000 | -10.6% | 14,367 | +89.3% | 0.57% | -7.0% |
| Q4 2021 | $858,000 | +8.3% | 7,588 | -0.5% | 0.62% | -0.3% |
| Q3 2021 | $792,000 | +9.5% | 7,628 | +10.1% | 0.62% | +25.3% |
| Q2 2021 | $723,000 | +3.7% | 6,931 | -3.9% | 0.49% | -8.5% |
| Q1 2021 | $697,000 | +2.7% | 7,210 | -3.4% | 0.54% | -14.7% |
| Q4 2020 | $679,000 | +11.3% | 7,466 | -2.6% | 0.63% | -9.2% |
| Q3 2020 | $610,000 | +13.6% | 7,665 | +4.9% | 0.70% | -9.5% |
| Q2 2020 | $537,000 | -95.4% | 7,309 | -95.2% | 0.77% | -92.6% |
| Q4 2019 | $11,619,000 | – | 151,130 | – | 10.43% | – |
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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% |