SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $215,000 | -4.4% | 2,931 | 0.0% | 0.04% | -6.2% |
| Q4 2019 | $225,000 | +4.7% | 2,931 | -3.3% | 0.05% | -7.7% |
| Q3 2019 | $215,000 | +0.5% | 3,031 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $214,000 | -0.9% | 3,031 | -4.7% | 0.05% | -8.9% |
| Q1 2019 | $216,000 | -3.6% | 3,181 | 0.0% | 0.06% | +7.7% |
| Q3 2018 | $224,000 | +0.4% | 3,181 | -5.9% | 0.05% | -13.3% |
| Q2 2018 | $223,000 | -0.4% | 3,381 | -3.6% | 0.06% | -1.6% |
| Q1 2018 | $224,000 | -10.0% | 3,506 | -9.1% | 0.06% | -11.6% |
| Q4 2017 | $249,000 | +4.2% | 3,856 | -8.1% | 0.07% | -10.4% |
| Q1 2017 | $239,000 | +10.1% | 4,196 | +5.0% | 0.08% | +1.3% |
| Q4 2016 | $217,000 | -10.7% | 3,996 | -25.8% | 0.08% | -9.5% |
| Q4 2013 | $243,000 | – | 5,389 | – | 0.08% | – |
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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% |