SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,327,537 | -5.5% | 167,052 | -4.3% | 3.53% | -3.1% |
| Q2 2023 | $8,812,716 | +1.2% | 174,642 | -4.0% | 3.64% | -6.7% |
| Q1 2023 | $8,709,126 | +9.2% | 182,009 | +2.1% | 3.91% | -2.4% |
| Q4 2022 | $7,975,183 | +8.1% | 178,278 | +1.5% | 4.01% | -1.9% |
| Q3 2022 | $7,376,000 | -21.0% | 175,663 | -16.8% | 4.08% | -28.0% |
| Q2 2022 | $9,335,000 | +1.7% | 211,252 | +22.9% | 5.67% | +7.0% |
| Q1 2022 | $9,177,000 | -4.4% | 171,886 | +102.4% | 5.30% | -8.5% |
| Q4 2021 | $9,600,000 | +10.5% | 84,944 | +1.6% | 5.80% | -2.6% |
| Q3 2021 | $8,686,000 | -1.4% | 83,633 | -1.0% | 5.95% | -1.9% |
| Q2 2021 | $8,811,000 | +6.6% | 84,509 | -1.1% | 6.06% | -16.4% |
| Q1 2021 | $8,264,000 | +1.9% | 85,453 | -4.1% | 7.25% | -3.1% |
| Q4 2020 | $8,107,000 | – | 89,092 | – | 7.48% | – |
Download | ||||||
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% |