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 | $281,653 | -3.6% | 5,650 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $292,105 | +8.0% | 5,650 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $270,353 | -0.9% | 5,650 | -7.2% | 0.07% | -7.7% |
Q4 2022 | $272,734 | +6.5% | 6,086 | +0.0% | 0.08% | 0.0% |
Q3 2022 | $256,000 | -4.8% | 6,085 | +0.0% | 0.08% | 0.0% |
Q2 2022 | $269,000 | -17.2% | 6,084 | +0.0% | 0.08% | -9.3% |
Q1 2022 | $325,000 | -5.5% | 6,083 | +100.0% | 0.09% | -3.4% |
Q4 2021 | $344,000 | +8.9% | 3,042 | +0.0% | 0.09% | 0.0% |
Q3 2021 | $316,000 | – | 3,041 | – | 0.09% | – |
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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% |