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 | $9,675 | -1.0% | 194,085 | +2.7% | 0.02% | 0.0% |
| Q2 2023 | $9,769 | +13.9% | 188,956 | +5.4% | 0.02% | +11.1% |
| Q1 2023 | $8,575 | +0.3% | 179,219 | -6.1% | 0.02% | -14.3% |
| Q4 2022 | $8,549 | -99.9% | 190,790 | +1.2% | 0.02% | +5.0% |
| Q3 2022 | $7,919,000 | -5.8% | 188,615 | -0.9% | 0.02% | -9.1% |
| Q2 2022 | $8,409,000 | -16.4% | 190,307 | +1.0% | 0.02% | -4.3% |
| Q1 2022 | $10,059,000 | +3.3% | 188,411 | +118.6% | 0.02% | +4.5% |
| Q4 2021 | $9,741,000 | +6.8% | 86,202 | -1.9% | 0.02% | -4.3% |
| Q3 2021 | $9,122,000 | +0.5% | 87,837 | +0.9% | 0.02% | 0.0% |
| Q2 2021 | $9,078,000 | -7.2% | 87,064 | -13.9% | 0.02% | -17.9% |
| Q1 2021 | $9,779,000 | +2.3% | 101,125 | -3.8% | 0.03% | -3.4% |
| Q4 2020 | $9,561,000 | +15.2% | 105,082 | +0.8% | 0.03% | +3.6% |
| Q3 2020 | $8,301,000 | -3.9% | 104,235 | -11.4% | 0.03% | -15.2% |
| Q2 2020 | $8,641,000 | +70.2% | 117,616 | +40.0% | 0.03% | +37.5% |
| Q1 2020 | $5,078,000 | -17.2% | 84,035 | +5.4% | 0.02% | +4.3% |
| Q4 2019 | $6,130,000 | +17.8% | 79,740 | +8.9% | 0.02% | +4.5% |
| Q3 2019 | $5,202,000 | +1.7% | 73,256 | +1.0% | 0.02% | -4.3% |
| Q2 2019 | $5,114,000 | +2.9% | 72,519 | -0.7% | 0.02% | 0.0% |
| Q1 2019 | $4,968,000 | +52.0% | 73,017 | +33.8% | 0.02% | +35.3% |
| Q4 2018 | $3,269,000 | -6.7% | 54,563 | +9.6% | 0.02% | 0.0% |
| Q3 2018 | $3,503,000 | +5.5% | 49,768 | -1.1% | 0.02% | 0.0% |
| Q2 2018 | $3,320,000 | +5.5% | 50,309 | +1.9% | 0.02% | 0.0% |
| Q1 2018 | $3,148,000 | +16.2% | 49,351 | +17.5% | 0.02% | +13.3% |
| Q4 2017 | $2,710,000 | – | 41,995 | – | 0.02% | – |
Download | ||||||
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% |