SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,145 | -2.6% | 6,941 | 0.0% | 0.34% | +1.8% |
| Q2 2023 | $504,055 | +1.2% | 6,941 | +1.9% | 0.33% | -3.8% |
| Q1 2023 | $498,220 | -1.6% | 6,810 | +1.6% | 0.34% | -5.7% |
| Q4 2022 | $506,496 | +17.8% | 6,705 | +3.6% | 0.37% | +7.0% |
| Q3 2022 | $430,000 | -1.6% | 6,470 | +6.0% | 0.34% | +4.3% |
| Q2 2022 | $437,000 | -7.8% | 6,105 | +1.7% | 0.33% | +5.1% |
| Q1 2022 | $474,000 | -1.2% | 6,005 | +1.1% | 0.31% | +2.0% |
| Q4 2021 | $480,000 | +8.8% | 5,940 | 0.0% | 0.31% | -2.5% |
| Q3 2021 | $441,000 | -1.8% | 5,940 | 0.0% | 0.31% | +2.6% |
| Q2 2021 | $449,000 | +16.3% | 5,940 | +12.2% | 0.31% | +10.5% |
| Q1 2021 | $386,000 | +37.4% | 5,295 | +20.9% | 0.28% | +25.9% |
| Q4 2020 | $281,000 | +16.1% | 4,380 | 0.0% | 0.22% | +7.3% |
| Q3 2020 | $242,000 | +7.6% | 4,380 | +0.7% | 0.20% | +5.7% |
| Q2 2020 | $225,000 | – | 4,350 | – | 0.19% | – |
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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% |