SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $890,000 | +132340.5% | 17,219 | +22.6% | 0.05% | -3.8% |
| Q1 2023 | $672 | +4.3% | 14,042 | -2.3% | 0.05% | +23.8% |
| Q4 2022 | $644 | -99.9% | 14,367 | +0.6% | 0.04% | -30.0% |
| Q3 2022 | $600,000 | -61.9% | 14,280 | +2.5% | 0.06% | -33.3% |
| Q4 2021 | $1,575,000 | -1.1% | 13,936 | -9.1% | 0.09% | -16.7% |
| Q3 2021 | $1,593,000 | -19.7% | 15,336 | -19.4% | 0.11% | -18.2% |
| Q2 2021 | $1,985,000 | -42.8% | 19,039 | -44.3% | 0.13% | +9.1% |
| Q1 2021 | $3,469,000 | +15.3% | 34,174 | +3.3% | 0.12% | -6.2% |
| Q4 2020 | $3,009,000 | +7.5% | 33,069 | -5.9% | 0.13% | -7.9% |
| Q3 2020 | $2,799,000 | +39.6% | 35,147 | +28.8% | 0.14% | +27.3% |
| Q2 2020 | $2,005,000 | +53.9% | 27,291 | +26.5% | 0.11% | +14.6% |
| Q1 2020 | $1,303,000 | -61.6% | 21,569 | -51.1% | 0.10% | -62.8% |
| Q4 2019 | $3,392,000 | +109.8% | 44,120 | +93.8% | 0.26% | +92.5% |
| Q3 2019 | $1,617,000 | +303.2% | 22,762 | +286.1% | 0.13% | +197.8% |
| Q1 2019 | $401,000 | -4.3% | 5,896 | -15.6% | 0.04% | -23.7% |
| Q4 2018 | $419,000 | -65.7% | 6,986 | -65.3% | 0.06% | -66.7% |
| Q3 2018 | $1,222,000 | – | 20,149 | – | 0.18% | – |
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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% |