SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,096,150 | -4.3% | 42,049 | -0.7% | 0.03% | -3.1% |
| Q2 2023 | $2,189,192 | +16.8% | 42,344 | +8.1% | 0.03% | +6.7% |
| Q1 2023 | $1,874,005 | +20.1% | 39,164 | +12.4% | 0.03% | +15.4% |
| Q4 2022 | $1,560,912 | +469.7% | 34,834 | +462.4% | 0.03% | +420.0% |
| Q2 2022 | $274,000 | +17.1% | 6,194 | +41.6% | 0.01% | +25.0% |
| Q1 2022 | $234,000 | +0.9% | 4,374 | +113.1% | 0.00% | 0.0% |
| Q4 2021 | $232,000 | – | 2,053 | – | 0.00% | – |
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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% |