SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,018,925 | -28.5% | 40,500 | -25.8% | 0.00% | -100.0% |
| Q2 2023 | $2,822,045 | -59.2% | 54,585 | -62.2% | 0.00% | 0.0% |
| Q1 2023 | $6,913,033 | +38.2% | 144,473 | +29.4% | 0.00% | 0.0% |
| Q4 2022 | $5,002,364 | -27.1% | 111,635 | -31.7% | 0.00% | -50.0% |
| Q3 2022 | $6,863,000 | +35.9% | 163,431 | +43.0% | 0.00% | +100.0% |
| Q2 2022 | $5,051,000 | -37.6% | 114,300 | -24.7% | 0.00% | -50.0% |
| Q1 2022 | $8,101,000 | +84.6% | 151,745 | +290.8% | 0.00% | +100.0% |
| Q4 2021 | $4,388,000 | +203.9% | 38,831 | +179.4% | 0.00% | – |
| Q3 2021 | $1,444,000 | -74.1% | 13,900 | -74.0% | 0.00% | -100.0% |
| Q2 2021 | $5,580,000 | +191.4% | 53,508 | +170.2% | 0.00% | – |
| Q1 2021 | $1,915,000 | +320.9% | 19,800 | +296.0% | 0.00% | – |
| Q4 2020 | $455,000 | -69.5% | 5,000 | -73.3% | 0.00% | – |
| Q3 2020 | $1,492,000 | -85.0% | 18,733 | -86.1% | 0.00% | -100.0% |
| Q2 2020 | $9,917,000 | +380.2% | 134,974 | +402.5% | 0.00% | +300.0% |
| Q4 2019 | $2,065,000 | -36.1% | 26,861 | -41.0% | 0.00% | -50.0% |
| Q3 2019 | $3,233,000 | +104.4% | 45,516 | +72.5% | 0.00% | +100.0% |
| Q4 2018 | $1,582,000 | -73.1% | 26,393 | -68.4% | 0.00% | -66.7% |
| Q3 2018 | $5,888,000 | +289.2% | 83,647 | +264.9% | 0.00% | +200.0% |
| Q2 2018 | $1,513,000 | +259.4% | 22,926 | +251.7% | 0.00% | – |
| Q4 2017 | $421,000 | -14.1% | 6,518 | -22.3% | 0.00% | – |
| Q2 2017 | $490,000 | -57.4% | 8,387 | -66.1% | 0.00% | -100.0% |
| Q3 2015 | $1,149,000 | -57.3% | 24,766 | -53.5% | 0.00% | -66.7% |
| Q1 2015 | $2,689,000 | +954.5% | 53,272 | +854.5% | 0.00% | – |
| Q1 2014 | $255,000 | – | 5,581 | – | 0.00% | – |
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% |