SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,715,868 | -5.6% | 54,481 | -2.1% | 2.07% | -1.8% |
| Q2 2023 | $2,877,096 | +8.1% | 55,650 | +0.1% | 2.10% | +4.3% |
| Q1 2023 | $2,660,978 | +7.3% | 55,611 | +0.5% | 2.02% | +3.2% |
| Q4 2022 | $2,479,276 | +14.3% | 55,329 | +7.0% | 1.96% | +8.7% |
| Q3 2022 | $2,170,000 | -3.5% | 51,688 | +1.6% | 1.80% | +1.2% |
| Q2 2022 | $2,248,000 | -18.1% | 50,867 | -1.0% | 1.78% | -1.1% |
| Q1 2022 | $2,744,000 | -6.4% | 51,389 | +98.1% | 1.80% | -0.2% |
| Q4 2021 | $2,932,000 | +9.0% | 25,944 | +0.1% | 1.80% | +0.8% |
| Q3 2021 | $2,691,000 | -0.8% | 25,908 | -0.5% | 1.79% | +0.5% |
| Q2 2021 | $2,714,000 | -7.7% | 26,033 | -14.4% | 1.78% | -17.3% |
| Q1 2021 | $2,942,000 | +5.2% | 30,421 | -1.0% | 2.15% | -6.3% |
| Q4 2020 | $2,796,000 | +15.2% | 30,725 | +0.8% | 2.30% | +2.7% |
| Q3 2020 | $2,428,000 | +0.6% | 30,489 | -7.2% | 2.24% | +1.5% |
| Q2 2020 | $2,413,000 | +21.7% | 32,837 | +0.1% | 2.20% | +5.4% |
| Q1 2020 | $1,982,000 | -24.7% | 32,797 | -4.2% | 2.09% | -12.1% |
| Q4 2019 | $2,631,000 | +7.6% | 34,224 | -0.6% | 2.38% | -1.7% |
| Q3 2019 | $2,446,000 | +0.2% | 34,439 | -0.5% | 2.42% | -0.4% |
| Q2 2019 | $2,440,000 | +3.0% | 34,602 | -0.6% | 2.43% | +2.8% |
| Q1 2019 | $2,370,000 | +12.0% | 34,820 | -1.4% | 2.36% | +2.9% |
| Q4 2018 | $2,117,000 | -12.3% | 35,320 | +3.0% | 2.30% | +0.5% |
| Q3 2018 | $2,414,000 | +10.4% | 34,295 | +3.5% | 2.29% | +12.8% |
| Q2 2018 | $2,186,000 | +2.9% | 33,132 | -0.5% | 2.03% | +4.3% |
| Q1 2018 | $2,125,000 | -4.2% | 33,307 | -3.1% | 1.94% | +1.6% |
| Q4 2017 | $2,218,000 | – | 34,370 | – | 1.91% | – |
Download | ||||||
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% |