SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,016 | -5.4% | 9,589 | -1.9% | 0.02% | -5.3% |
| Q2 2023 | $505,269 | +10.7% | 9,773 | +2.5% | 0.02% | 0.0% |
| Q1 2023 | $456,445 | +0.8% | 9,539 | -5.6% | 0.02% | -13.6% |
| Q4 2022 | $452,809 | +29.0% | 10,105 | +20.7% | 0.02% | +15.8% |
| Q3 2022 | $351,000 | -5.1% | 8,369 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $370,000 | -18.9% | 8,369 | -2.0% | 0.02% | -9.5% |
| Q1 2022 | $456,000 | -1.9% | 8,541 | +107.6% | 0.02% | 0.0% |
| Q4 2021 | $465,000 | +11.2% | 4,114 | +2.3% | 0.02% | 0.0% |
| Q3 2021 | $418,000 | -0.2% | 4,022 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $419,000 | +7.7% | 4,022 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $389,000 | +6.3% | 4,022 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $366,000 | +7.0% | 4,022 | -9.7% | 0.02% | -30.3% |
| Q4 2019 | $342,000 | +70.1% | 4,453 | +42.9% | 0.03% | -2.9% |
| Q4 2017 | $201,000 | -64.5% | 3,116 | -66.5% | 0.03% | -67.3% |
| Q3 2017 | $566,000 | – | 9,296 | – | 0.10% | – |
Download | ||||||
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% |