SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,944 | -3.7% | 11,975 | -0.1% | 0.30% | +1.3% |
| Q2 2023 | $619,604 | -5.4% | 11,985 | -12.4% | 0.30% | -12.4% |
| Q1 2023 | $654,874 | +6.9% | 13,686 | +0.1% | 0.34% | +10.4% |
| Q4 2022 | $612,612 | +5.6% | 13,671 | -1.0% | 0.31% | -6.1% |
| Q3 2022 | $580,000 | -7.2% | 13,806 | -2.3% | 0.33% | +1.2% |
| Q2 2022 | $625,000 | -14.6% | 14,136 | +3.0% | 0.32% | -9.8% |
| Q1 2022 | $732,000 | -5.7% | 13,718 | +99.9% | 0.36% | -3.5% |
| Q4 2021 | $776,000 | +9.0% | 6,864 | +0.1% | 0.37% | -1.9% |
| Q3 2021 | $712,000 | -2.9% | 6,856 | -2.5% | 0.38% | -6.9% |
| Q2 2021 | $733,000 | +7.2% | 7,032 | -0.6% | 0.41% | -4.0% |
| Q1 2021 | $684,000 | +8.6% | 7,074 | +2.2% | 0.42% | +0.7% |
| Q4 2020 | $630,000 | +15.4% | 6,922 | +0.9% | 0.42% | -5.4% |
| Q3 2020 | $546,000 | +1.7% | 6,861 | -6.2% | 0.44% | +2.5% |
| Q2 2020 | $537,000 | +21.8% | 7,312 | +0.2% | 0.43% | -4.2% |
| Q1 2020 | $441,000 | -18.0% | 7,300 | +4.3% | 0.45% | +4.1% |
| Q4 2019 | $538,000 | – | 6,999 | – | 0.43% | – |
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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% |