SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,639,628 | +4.4% | 52,951 | +8.3% | 0.44% | +13.6% |
| Q2 2023 | $2,528,482 | +7.3% | 48,906 | -0.7% | 0.38% | +3.2% |
| Q1 2023 | $2,355,715 | +0.2% | 49,231 | -6.1% | 0.37% | -6.1% |
| Q4 2022 | $2,350,045 | -99.9% | 52,444 | +12.9% | 0.40% | +11.3% |
| Q3 2022 | $1,950,727,000 | -2.0% | 46,456 | +3.1% | 0.36% | +5.3% |
| Q2 2022 | $1,990,596,000 | -16.4% | 45,046 | +1.0% | 0.34% | -8.9% |
| Q1 2022 | $2,380,644,000 | -14.4% | 44,589 | +81.1% | 0.37% | -10.6% |
| Q4 2021 | $2,782,112,000 | +9.3% | 24,618 | +0.4% | 0.41% | +1.5% |
| Q3 2021 | $2,545,504,000 | -11.2% | 24,508 | -10.8% | 0.41% | -15.0% |
| Q2 2021 | $2,865,626,000 | +10.1% | 27,482 | +2.1% | 0.48% | -5.1% |
| Q1 2021 | $2,602,323,000 | +5.5% | 26,908 | -0.8% | 0.51% | -2.5% |
| Q4 2020 | $2,467,585,000 | +12.9% | 27,119 | -1.2% | 0.52% | +0.4% |
| Q3 2020 | $2,185,003,000 | +8.1% | 27,436 | -0.2% | 0.52% | +9.1% |
| Q2 2020 | $2,020,645,000 | +68.2% | 27,503 | +38.4% | 0.47% | +32.8% |
| Q1 2020 | $1,201,107,000 | +10601.2% | 19,876 | +13513.7% | 0.36% | +11800.0% |
| Q4 2019 | $11,224,000 | +8.3% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,368,000 | +0.7% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,297,000 | -78.4% | 146 | -78.4% | 0.00% | -81.2% |
| Q3 2018 | $47,574,000 | +3.4% | 675 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $46,028,000 | – | 675 | – | 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% |