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 2021 | $1,261,000 | -3.0% | 12,143 | -2.6% | 0.72% | -1.8% |
| Q2 2021 | $1,300,000 | +7.9% | 12,464 | 0.0% | 0.74% | +1.2% |
| Q1 2021 | $1,205,000 | -7.9% | 12,464 | -13.3% | 0.73% | -12.9% |
| Q4 2020 | $1,308,000 | +13.2% | 14,380 | -0.9% | 0.84% | -7.5% |
| Q3 2020 | $1,155,000 | -1.4% | 14,506 | -9.0% | 0.90% | -3.1% |
| Q2 2020 | $1,171,000 | -47.8% | 15,934 | -57.1% | 0.93% | -62.2% |
| Q1 2020 | $2,243,000 | +85.8% | 37,123 | +136.3% | 2.47% | +131.5% |
| Q4 2019 | $1,207,000 | – | 15,710 | – | 1.07% | – |
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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% |