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 2022 | $806,000 | -2.8% | 19,112 | +6.7% | 1.53% | +7.4% |
| Q2 2022 | $829,000 | -32.7% | 17,915 | -19.2% | 1.42% | +44.4% |
| Q1 2022 | $1,232,000 | -3.7% | 22,167 | +96.4% | 0.99% | +2.4% |
| Q4 2021 | $1,279,000 | +3.1% | 11,285 | -3.6% | 0.96% | -6.4% |
| Q3 2021 | $1,241,000 | +4.1% | 11,703 | +2.0% | 1.03% | +15.7% |
| Q2 2021 | $1,192,000 | +36.9% | 11,478 | +107.1% | 0.89% | +30.2% |
| Q1 2021 | $871,000 | +5.1% | 5,543 | -39.6% | 0.68% | +2.9% |
| Q4 2020 | $829,000 | – | 9,172 | – | 0.66% | – |
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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% |