SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,465,445 | -4.8% | 89,578 | -1.3% | 1.91% | +2.9% |
| Q2 2023 | $4,691,189 | +7.9% | 90,739 | -0.1% | 1.86% | +1.8% |
| Q1 2023 | $4,345,870 | +6.0% | 90,823 | -0.8% | 1.83% | -1.7% |
| Q4 2022 | $4,100,644 | +19.2% | 91,512 | +11.7% | 1.86% | +7.8% |
| Q3 2022 | $3,440,000 | -5.0% | 81,922 | -0.0% | 1.72% | +0.3% |
| Q2 2022 | $3,621,000 | +8.1% | 81,937 | +30.6% | 1.72% | +19.5% |
| Q1 2022 | $3,350,000 | +7.4% | 62,743 | +127.3% | 1.44% | -11.4% |
| Q4 2021 | $3,119,000 | +8.6% | 27,601 | -0.2% | 1.62% | +0.1% |
| Q3 2021 | $2,873,000 | -5.4% | 27,659 | -5.0% | 1.62% | -2.6% |
| Q2 2021 | $3,037,000 | +8.1% | 29,128 | +0.3% | 1.66% | -6.2% |
| Q1 2021 | $2,810,000 | +5.9% | 29,055 | -0.3% | 1.78% | -0.2% |
| Q4 2020 | $2,653,000 | +18.8% | 29,157 | +4.0% | 1.78% | +1.1% |
| Q3 2020 | $2,234,000 | +6.2% | 28,047 | -2.0% | 1.76% | -3.2% |
| Q2 2020 | $2,103,000 | -35.6% | 28,629 | -47.0% | 1.82% | -44.2% |
| Q1 2020 | $3,263,000 | +42.8% | 54,003 | +81.7% | 3.26% | +61.3% |
| Q4 2019 | $2,285,000 | – | 29,717 | – | 2.02% | – |
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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% |