SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $707,058 | -3.2% | 14,184 | +0.4% | 0.09% | -3.4% |
| Q2 2023 | $730,512 | +8.3% | 14,130 | +0.2% | 0.09% | -11.9% |
| Q1 2023 | $674,789 | +7.2% | 14,102 | +0.4% | 0.10% | -15.1% |
| Q4 2022 | $629,512 | +7.2% | 14,048 | +0.4% | 0.12% | -4.0% |
| Q3 2022 | $587,000 | -4.6% | 13,986 | +0.4% | 0.12% | -31.1% |
| Q2 2022 | $615,000 | -17.0% | 13,926 | +0.4% | 0.18% | +4.7% |
| Q1 2022 | $741,000 | -5.0% | 13,871 | +101.0% | 0.17% | +29.3% |
| Q4 2021 | $780,000 | -10.7% | 6,901 | -17.9% | 0.13% | -21.8% |
| Q3 2021 | $873,000 | -0.1% | 8,405 | +0.3% | 0.17% | +1.2% |
| Q2 2021 | $874,000 | +8.2% | 8,378 | +0.3% | 0.17% | -4.0% |
| Q1 2021 | $808,000 | +6.6% | 8,353 | +0.3% | 0.18% | +28.7% |
| Q4 2020 | $758,000 | – | 8,328 | – | 0.14% | – |
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% |