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 | $6,581,420 | -3.2% | 132,024 | +0.4% | 4.23% | +0.2% |
| Q2 2023 | $6,800,086 | +8.5% | 131,530 | +0.4% | 4.22% | +5.5% |
| Q1 2023 | $6,269,341 | +6.9% | 131,021 | +0.1% | 4.00% | -4.3% |
| Q4 2022 | $5,864,936 | +9.9% | 130,885 | +3.0% | 4.18% | -5.3% |
| Q3 2022 | $5,338,000 | -1.9% | 127,132 | +3.2% | 4.42% | -7.2% |
| Q2 2022 | $5,441,000 | -14.9% | 123,135 | +2.8% | 4.76% | -6.9% |
| Q1 2022 | $6,395,000 | -3.4% | 119,779 | +104.5% | 5.11% | +3.0% |
| Q4 2021 | $6,620,000 | -25.3% | 58,576 | -31.4% | 4.96% | -32.6% |
| Q3 2021 | $8,867,000 | -2.2% | 85,370 | -1.8% | 7.37% | -1.4% |
| Q2 2021 | $9,062,000 | +13.3% | 86,908 | +5.1% | 7.47% | +1.1% |
| Q1 2021 | $7,997,000 | +6.7% | 82,686 | +0.4% | 7.40% | -13.5% |
| Q4 2020 | $7,492,000 | – | 82,343 | – | 8.55% | – |
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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% |