SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,247,565 | -4.7% | 85,207 | -1.1% | 0.37% | +2.5% |
| Q2 2023 | $4,455,398 | +3.5% | 86,178 | -4.2% | 0.36% | +4.9% |
| Q1 2023 | $4,304,343 | +6.8% | 89,955 | 0.0% | 0.35% | +3.3% |
| Q4 2022 | $4,030,879 | +5.0% | 89,955 | -1.6% | 0.34% | -3.2% |
| Q3 2022 | $3,839,000 | -5.1% | 91,437 | -0.2% | 0.35% | -3.9% |
| Q2 2022 | $4,047,000 | -17.2% | 91,587 | 0.0% | 0.36% | +3.7% |
| Q1 2022 | $4,890,000 | -5.7% | 91,587 | +99.6% | 0.35% | -2.8% |
| Q4 2021 | $5,185,000 | -8.7% | 45,879 | -16.1% | 0.36% | -21.2% |
| Q3 2021 | $5,676,000 | -5.3% | 54,651 | -4.9% | 0.45% | -7.2% |
| Q2 2021 | $5,993,000 | +6.6% | 57,478 | -1.1% | 0.49% | -4.5% |
| Q1 2021 | $5,621,000 | -3.4% | 58,126 | -9.1% | 0.51% | -7.8% |
| Q4 2020 | $5,816,000 | -29.4% | 63,924 | -38.2% | 0.55% | -35.5% |
| Q3 2020 | $8,241,000 | -7.0% | 103,473 | -14.2% | 0.86% | -7.3% |
| Q2 2020 | $8,863,000 | +3.8% | 120,639 | -14.6% | 0.93% | -10.6% |
| Q1 2020 | $8,536,000 | -18.3% | 141,260 | +3.9% | 1.04% | +17.7% |
| Q4 2019 | $10,450,000 | -50.4% | 135,922 | -54.2% | 0.88% | -70.0% |
| Q3 2019 | $21,059,000 | +8.9% | 296,526 | +8.1% | 2.94% | +3.9% |
| Q2 2019 | $19,342,000 | +4.2% | 274,244 | +0.5% | 2.83% | +14.1% |
| Q1 2019 | $18,566,000 | +23.2% | 272,836 | +8.5% | 2.48% | +21.1% |
| Q4 2018 | $15,073,000 | – | 251,504 | – | 2.05% | – |
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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% |