SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |