SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $670,000 | -80.6% | 12,543 | -59.0% | 0.59% | -71.5% |
| Q4 2021 | $3,456,000 | +13.4% | 30,584 | +4.2% | 2.08% | -0.5% |
| Q3 2021 | $3,048,000 | -32.5% | 29,349 | -32.2% | 2.09% | -35.4% |
| Q2 2021 | $4,513,000 | -23.6% | 43,286 | -28.9% | 3.24% | -32.4% |
| Q1 2021 | $5,906,000 | +40.6% | 60,871 | +31.8% | 4.80% | +32.8% |
| Q4 2020 | $4,201,000 | – | 46,178 | – | 3.61% | – |
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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% |