SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,007,768 | -3.6% | 20,216 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,045,166 | +28.4% | 20,216 | +18.8% | 0.01% | +25.0% |
| Q1 2023 | $814,072 | +6.8% | 17,013 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $762,354 | +6.6% | 17,013 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $715,000 | -4.9% | 17,017 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $752,000 | -17.3% | 17,017 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $909,000 | -7.8% | 17,026 | +95.1% | 0.00% | 0.0% |
| Q4 2021 | $986,000 | +12.0% | 8,728 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $880,000 | -5.7% | 8,472 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $933,000 | -47.2% | 8,947 | -51.0% | 0.00% | 0.0% |
| Q1 2021 | $1,766,000 | +318.5% | 18,264 | +293.6% | 0.00% | +100.0% |
| Q4 2020 | $422,000 | +12.5% | 4,640 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | 0.0% | 4,705 | -7.8% | 0.00% | 0.0% |
| Q2 2020 | $375,000 | -94.7% | 5,103 | -95.6% | 0.00% | -95.7% |
| Q1 2020 | $7,055,000 | +2864.3% | 116,751 | +2886.7% | 0.05% | +4600.0% |
| Q3 2017 | $238,000 | – | 3,909 | – | 0.00% | – |
Download | ||||||
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% |