SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,520,514 | +11.7% | 27,313 | 0.0% | 0.40% | +0.5% |
| Q3 2023 | $1,361,552 | -3.6% | 27,313 | 0.0% | 0.40% | +0.2% |
| Q2 2023 | $1,412,081 | +7.8% | 27,313 | -0.2% | 0.40% | +1.5% |
| Q1 2023 | $1,309,318 | +106870.4% | 27,363 | +0.2% | 0.40% | -1.7% |
| Q4 2022 | $1,224 | -99.9% | 27,313 | 0.0% | 0.40% | -0.7% |
| Q3 2022 | $1,146,000 | -5.1% | 27,313 | 0.0% | 0.41% | -2.2% |
| Q2 2022 | $1,207,000 | -16.4% | 27,313 | +1.0% | 0.42% | -4.6% |
| Q1 2022 | $1,444,000 | -3.4% | 27,038 | +104.4% | 0.44% | -1.4% |
| Q4 2021 | $1,495,000 | +8.8% | 13,231 | 0.0% | 0.44% | -2.4% |
| Q3 2021 | $1,374,000 | -0.4% | 13,231 | 0.0% | 0.45% | -0.4% |
| Q2 2021 | $1,380,000 | +7.8% | 13,231 | 0.0% | 0.45% | +1.8% |
| Q1 2021 | $1,280,000 | +19.2% | 13,231 | +12.1% | 0.45% | +14.7% |
| Q4 2020 | $1,074,000 | +10.5% | 11,800 | -3.3% | 0.39% | -3.5% |
| Q3 2020 | $972,000 | +8.5% | 12,200 | 0.0% | 0.40% | -1.0% |
| Q2 2020 | $896,000 | +21.4% | 12,200 | 0.0% | 0.41% | +4.4% |
| Q1 2020 | $738,000 | -19.3% | 12,200 | +2.5% | 0.39% | +1.0% |
| Q4 2019 | $915,000 | +8.3% | 11,900 | 0.0% | 0.39% | 0.0% |
| Q3 2019 | $845,000 | +0.7% | 11,900 | 0.0% | 0.39% | -0.3% |
| Q2 2019 | $839,000 | +3.6% | 11,900 | 0.0% | 0.39% | +8.7% |
| Q1 2019 | $810,000 | +13.6% | 11,900 | 0.0% | 0.36% | +0.3% |
| Q4 2018 | $713,000 | -11.9% | 11,900 | +3.5% | 0.36% | +2.0% |
| Q3 2018 | $809,000 | +6.6% | 11,500 | 0.0% | 0.35% | +2.4% |
| Q2 2018 | $759,000 | +3.4% | 11,500 | 0.0% | 0.34% | +0.9% |
| Q1 2018 | $734,000 | -1.1% | 11,500 | 0.0% | 0.34% | +3.1% |
| Q4 2017 | $742,000 | – | 11,500 | – | 0.33% | – |
Download | ||||||
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% |