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 | $3,081,976 | -5.1% | 61,825 | -1.6% | 0.40% | -1.2% |
Q2 2023 | $3,248,053 | +8.0% | 62,825 | 0.0% | 0.40% | +1.8% |
Q1 2023 | $3,006,176 | +6.6% | 62,825 | -0.2% | 0.40% | +0.5% |
Q4 2022 | $2,821,014 | +7.8% | 62,955 | +1.0% | 0.40% | -6.8% |
Q3 2022 | $2,618,000 | -2.0% | 62,355 | +3.1% | 0.42% | +2.2% |
Q2 2022 | $2,672,000 | -12.2% | 60,455 | +6.0% | 0.42% | -2.3% |
Q1 2022 | $3,044,000 | -5.7% | 57,010 | +99.6% | 0.43% | -6.8% |
Q4 2021 | $3,228,000 | +8.8% | 28,560 | 0.0% | 0.46% | -1.1% |
Q3 2021 | $2,966,000 | -0.4% | 28,560 | 0.0% | 0.46% | -1.1% |
Q2 2021 | $2,978,000 | +7.8% | 28,560 | 0.0% | 0.47% | +4.0% |
Q1 2021 | $2,762,000 | +6.3% | 28,560 | 0.0% | 0.45% | -3.2% |
Q4 2020 | $2,599,000 | +14.2% | 28,560 | 0.0% | 0.46% | +8.2% |
Q3 2020 | $2,275,000 | +8.4% | 28,560 | 0.0% | 0.43% | +0.7% |
Q2 2020 | $2,098,000 | – | 28,560 | – | 0.43% | – |
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% |