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 | $276,659 | +8.6% | 5,550 | +12.6% | 0.00% | 0.0% |
Q2 2023 | $254,764 | +24.3% | 4,928 | +15.1% | 0.00% | 0.0% |
Q1 2023 | $204,918 | -25.2% | 4,283 | +23.9% | 0.00% | -25.0% |
Q3 2020 | $274,000 | +4.2% | 3,457 | -6.5% | 0.00% | -63.6% |
Q3 2019 | $263,000 | -20.1% | 3,696 | -20.8% | 0.01% | -26.7% |
Q2 2019 | $329,000 | -54.1% | 4,666 | -55.7% | 0.02% | -60.5% |
Q1 2019 | $717,000 | – | 10,535 | – | 0.04% | – |
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% |