SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,426 | -3.8% | 8,474 | -0.2% | 0.24% | +3.8% |
| Q2 2023 | $439,080 | +2.2% | 8,493 | -5.4% | 0.24% | 0.0% |
| Q1 2023 | $429,689 | +11.5% | 8,980 | +4.4% | 0.24% | +6.8% |
| Q4 2022 | $385,482 | +7.7% | 8,603 | +1.0% | 0.22% | +12.2% |
| Q3 2022 | $358,000 | -13.7% | 8,521 | -9.3% | 0.20% | -9.2% |
| Q2 2022 | $415,000 | -18.0% | 9,399 | -0.9% | 0.22% | -6.9% |
| Q1 2022 | $506,000 | -7.5% | 9,481 | +96.0% | 0.23% | -4.5% |
| Q4 2021 | $547,000 | +8.3% | 4,837 | -0.6% | 0.24% | +0.8% |
| Q3 2021 | $505,000 | +3.1% | 4,865 | +3.6% | 0.24% | +5.7% |
| Q2 2021 | $490,000 | +4.5% | 4,698 | -3.1% | 0.23% | -7.3% |
| Q1 2021 | $469,000 | +7.1% | 4,848 | +0.7% | 0.25% | +12.3% |
| Q4 2020 | $438,000 | +13.2% | 4,815 | -0.8% | 0.22% | +2.8% |
| Q3 2020 | $387,000 | +9.9% | 4,854 | +1.5% | 0.21% | +18.2% |
| Q2 2020 | $352,000 | +22.6% | 4,784 | +0.6% | 0.18% | +0.6% |
| Q1 2020 | $287,000 | -30.3% | 4,757 | -11.3% | 0.18% | -8.2% |
| Q4 2019 | $412,000 | +7.6% | 5,363 | -0.6% | 0.20% | -31.2% |
| Q3 2019 | $383,000 | -49.5% | 5,397 | -51.5% | 0.28% | -59.7% |
| Q2 2019 | $758,000 | +41.4% | 11,136 | +41.3% | 0.71% | +108.6% |
| Q1 2019 | $536,000 | – | 7,879 | – | 0.34% | – |
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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% |