SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,478 | -3.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,755 | +8.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,178 | +6.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,722 | +12.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -99.2% | 150 | -99.1% | 0.00% | -99.3% |
| Q1 2022 | $894,000 | -43.5% | 16,752 | +19.6% | 0.14% | -42.0% |
| Q4 2021 | $1,583,000 | +9.6% | 14,003 | +0.7% | 0.24% | +3.8% |
| Q3 2021 | $1,444,000 | 0.0% | 13,906 | +0.4% | 0.24% | -0.8% |
| Q2 2021 | $1,444,000 | +35.5% | 13,849 | +25.6% | 0.24% | +25.9% |
| Q1 2021 | $1,066,000 | +3.7% | 11,024 | -2.4% | 0.19% | -5.5% |
| Q4 2020 | $1,028,000 | +14.2% | 11,296 | +0.0% | 0.20% | +2.6% |
| Q3 2020 | $900,000 | +8.7% | 11,295 | +0.2% | 0.20% | +1.6% |
| Q2 2020 | $828,000 | +20.7% | 11,272 | -0.7% | 0.19% | -3.0% |
| Q1 2020 | $686,000 | -16.9% | 11,348 | +5.6% | 0.20% | +1.5% |
| Q4 2019 | $826,000 | -11.0% | 10,747 | -17.8% | 0.20% | -23.8% |
| Q3 2019 | $928,000 | -5.5% | 13,068 | -6.1% | 0.26% | -2.3% |
| Q2 2019 | $982,000 | +13.1% | 13,922 | +9.2% | 0.26% | -0.4% |
| Q1 2019 | $868,000 | +26.0% | 12,752 | +11.0% | 0.26% | +11.9% |
| Q4 2018 | $689,000 | +328.0% | 11,493 | +401.0% | 0.24% | +327.3% |
| Q3 2018 | $161,000 | -69.8% | 2,294 | -71.6% | 0.06% | -70.3% |
| Q2 2018 | $533,000 | +1467.6% | 8,076 | +1401.1% | 0.18% | +1581.8% |
| Q1 2018 | $34,000 | – | 538 | – | 0.01% | – |
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% |