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 | $771,465 | -4.8% | 15,476 | -1.3% | 0.44% | +5.1% |
| Q2 2023 | $810,363 | +8.0% | 15,674 | -0.0% | 0.42% | +4.5% |
| Q1 2023 | $750,336 | +6.1% | 15,681 | -0.6% | 0.40% | +6.4% |
| Q4 2022 | $707,084 | +4.8% | 15,780 | -1.9% | 0.37% | -8.6% |
| Q3 2022 | $675,000 | -4.9% | 16,078 | +0.0% | 0.41% | +4.6% |
| Q2 2022 | $710,000 | -17.3% | 16,076 | -0.1% | 0.39% | +0.8% |
| Q1 2022 | $859,000 | -5.5% | 16,085 | +100.0% | 0.39% | -9.2% |
| Q4 2021 | $909,000 | -19.1% | 8,042 | -25.6% | 0.43% | -29.9% |
| Q3 2021 | $1,123,000 | -1.9% | 10,816 | -1.5% | 0.61% | +1.7% |
| Q2 2021 | $1,145,000 | +1.3% | 10,985 | -5.9% | 0.60% | -9.5% |
| Q1 2021 | $1,130,000 | -31.9% | 11,679 | -35.9% | 0.66% | -38.1% |
| Q4 2020 | $1,659,000 | +8.9% | 18,227 | -4.8% | 1.07% | -5.7% |
| Q3 2020 | $1,524,000 | +0.4% | 19,142 | -7.3% | 1.13% | -16.2% |
| Q2 2020 | $1,518,000 | -6.2% | 20,658 | -1.9% | 1.35% | -16.7% |
| Q4 2019 | $1,619,000 | – | 21,063 | – | 1.62% | – |
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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% |