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 | $321,120 | -3.6% | 6,442 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $333,038 | +8.0% | 6,442 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $308,237 | +12.8% | 6,442 | +5.6% | 0.01% | +7.7% |
| Q4 2022 | $273,373 | +6.0% | 6,101 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $258,000 | -4.4% | 6,154 | +0.9% | 0.01% | -7.1% |
| Q2 2022 | $270,000 | -17.2% | 6,101 | +0.0% | 0.01% | +7.7% |
| Q1 2022 | $326,000 | -5.5% | 6,100 | +100.0% | 0.01% | -7.1% |
| Q4 2021 | $345,000 | +8.8% | 3,050 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | -0.3% | 3,050 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $318,000 | +7.8% | 3,050 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $295,000 | +6.1% | 3,050 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $278,000 | +13.5% | 3,050 | -0.8% | 0.02% | -5.9% |
| Q3 2020 | $245,000 | +9.4% | 3,075 | +0.8% | 0.02% | 0.0% |
| Q2 2020 | $224,000 | -4.3% | 3,050 | 0.0% | 0.02% | -10.5% |
| Q4 2019 | $234,000 | +7.8% | 3,050 | 0.0% | 0.02% | -5.0% |
| Q3 2019 | $217,000 | +0.9% | 3,050 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $215,000 | +3.4% | 3,050 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $208,000 | -3.3% | 3,050 | 0.0% | 0.02% | +10.5% |
| Q3 2018 | $215,000 | +7.0% | 3,050 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $201,000 | – | 3,050 | – | 0.02% | – |
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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% |