SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,653 | -15.4% | 40,314 | -12.2% | 0.04% | -5.3% |
| Q2 2023 | $2,375,149 | +7.6% | 45,941 | -0.4% | 0.04% | -2.6% |
| Q1 2023 | $2,206,746 | +2.9% | 46,118 | -3.7% | 0.04% | -4.9% |
| Q4 2022 | $2,144,920 | +8.9% | 47,867 | +2.1% | 0.04% | -2.4% |
| Q3 2022 | $1,969,000 | -5.8% | 46,881 | -0.9% | 0.04% | -12.5% |
| Q2 2022 | $2,090,000 | -21.2% | 47,288 | -4.8% | 0.05% | -7.7% |
| Q1 2022 | $2,653,000 | -8.1% | 49,689 | +94.5% | 0.05% | -8.8% |
| Q4 2021 | $2,887,000 | +20.5% | 25,542 | +10.7% | 0.06% | -1.7% |
| Q3 2021 | $2,396,000 | +9.5% | 23,066 | +9.9% | 0.06% | +5.5% |
| Q2 2021 | $2,188,000 | +4.6% | 20,985 | -3.0% | 0.06% | -6.8% |
| Q1 2021 | $2,091,000 | +6.6% | 21,624 | +0.3% | 0.06% | -7.8% |
| Q4 2020 | $1,961,000 | +14.3% | 21,551 | 0.0% | 0.06% | -4.5% |
| Q3 2020 | $1,716,000 | – | 21,551 | – | 0.07% | – |
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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% |