SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,494 | +6.5% | 7,773 | +2.2% | 0.36% | 0.0% |
| Q2 2023 | $363,829 | -12.7% | 7,604 | -12.7% | 0.36% | -14.8% |
| Q1 2023 | $416,570 | +9.1% | 8,706 | +2.1% | 0.42% | +3.2% |
| Q4 2022 | $381,993 | +4.1% | 8,525 | +0.1% | 0.41% | -4.4% |
| Q3 2022 | $367,000 | -1.1% | 8,518 | +1.0% | 0.43% | +19.1% |
| Q2 2022 | $371,000 | -17.6% | 8,431 | -0.0% | 0.36% | -3.5% |
| Q1 2022 | $450,000 | -5.1% | 8,432 | +101.9% | 0.38% | -11.6% |
| Q4 2021 | $474,000 | +9.7% | 4,176 | +0.4% | 0.42% | +17.8% |
| Q3 2021 | $432,000 | -0.2% | 4,160 | +0.1% | 0.36% | +0.6% |
| Q2 2021 | $433,000 | +8.8% | 4,157 | +1.1% | 0.36% | -2.7% |
| Q1 2021 | $398,000 | +6.4% | 4,112 | +0.2% | 0.37% | 0.0% |
| Q4 2020 | $374,000 | – | 4,105 | – | 0.37% | – |
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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% |