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 | $1,328,581 | -5.3% | 26,840 | -2.1% | 0.03% | +3.6% |
| Q2 2023 | $1,403,233 | +12.3% | 27,423 | +6.0% | 0.03% | +16.7% |
| Q1 2023 | $1,249,016 | +8.8% | 25,870 | +2.5% | 0.02% | +4.3% |
| Q4 2022 | $1,147,565 | +2.8% | 25,249 | -5.1% | 0.02% | -11.5% |
| Q3 2022 | $1,116,000 | +16.0% | 26,604 | +26.1% | 0.03% | +23.8% |
| Q2 2022 | $962,000 | -3.0% | 21,096 | +10.1% | 0.02% | +10.5% |
| Q1 2022 | $992,000 | -57.6% | 19,156 | -9.5% | 0.02% | -52.5% |
| Q4 2021 | $2,339,000 | +43.7% | 21,163 | +37.2% | 0.04% | +37.9% |
| Q3 2021 | $1,628,000 | +0.2% | 15,427 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $1,625,000 | – | 15,413 | – | 0.03% | – |
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% |