SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,506 | -3.2% | 6,750 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $347,665 | +3.4% | 6,725 | -4.3% | 0.01% | 0.0% |
| Q1 2023 | $336,387 | -10.3% | 7,030 | -16.0% | 0.01% | -13.3% |
| Q4 2022 | $375,169 | +7.2% | 8,372 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $350,000 | 0.0% | 8,343 | +5.5% | 0.02% | 0.0% |
| Q2 2022 | $350,000 | -16.9% | 7,910 | +0.3% | 0.02% | -6.2% |
| Q1 2022 | $421,000 | +18.3% | 7,884 | +150.2% | 0.02% | +23.1% |
| Q4 2021 | $356,000 | +8.9% | 3,151 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $327,000 | – | 3,151 | – | 0.01% | – |
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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% |