SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,961 | -4.4% | 50,350 | -0.8% | 0.70% | +5.7% |
| Q2 2023 | $2,624,961 | +1.7% | 50,773 | -5.9% | 0.67% | +0.3% |
| Q1 2023 | $2,581,502 | -24.8% | 53,950 | -29.6% | 0.66% | -25.2% |
| Q4 2022 | $3,433,412 | -17.2% | 76,622 | -22.5% | 0.89% | -21.4% |
| Q3 2022 | $4,149,000 | +1.8% | 98,812 | +7.1% | 1.13% | +0.1% |
| Q2 2022 | $4,076,000 | -18.0% | 92,236 | -0.9% | 1.13% | -20.5% |
| Q1 2022 | $4,971,000 | -5.1% | 93,104 | +100.9% | 1.42% | -5.8% |
| Q4 2021 | $5,237,000 | +21.7% | 46,343 | +11.8% | 1.51% | +10.3% |
| Q3 2021 | $4,304,000 | +89.3% | 41,442 | +90.0% | 1.37% | +19.5% |
| Q2 2021 | $2,274,000 | +14112.5% | 21,812 | +10972.1% | 1.14% | +11340.0% |
| Q3 2020 | $16,000 | – | 197 | – | 0.01% | – |
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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% |