SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,848 | -3.6% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,895 | +8.0% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $208,148 | +6.8% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $194,924 | +6.5% | 4,350 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $183,000 | -4.7% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $192,000 | -14.3% | 4,350 | +3.7% | 0.01% | 0.0% |
| Q1 2022 | $224,000 | -5.5% | 4,196 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $237,000 | +8.7% | 2,098 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $218,000 | -0.5% | 2,098 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $219,000 | +14.7% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $191,000 | +14.4% | 2,098 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $167,000 | 0.0% | 2,098 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $167,000 | +8.4% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $154,000 | +21.3% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $127,000 | -21.1% | 2,098 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $161,000 | +12.6% | 2,098 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $143,000 | – | 2,098 | – | 0.01% | – |
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% |