SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,391 | -3.9% | 2,455 | -0.3% | 0.01% | -7.7% |
| Q2 2023 | $127,314 | -14.0% | 2,463 | -20.4% | 0.01% | -23.5% |
| Q1 2023 | $148,046 | -95.2% | 3,094 | -95.5% | 0.02% | -95.3% |
| Q4 2022 | $3,077,209 | -8.5% | 68,672 | -14.3% | 0.36% | -16.3% |
| Q3 2022 | $3,364,000 | -7.7% | 80,126 | -2.8% | 0.44% | -1.1% |
| Q2 2022 | $3,644,000 | -9.8% | 82,459 | +9.0% | 0.44% | +0.2% |
| Q1 2022 | $4,041,000 | -0.2% | 75,682 | +111.2% | 0.44% | -8.3% |
| Q4 2021 | $4,050,000 | +8.0% | 35,841 | -0.8% | 0.48% | +1.3% |
| Q3 2021 | $3,751,000 | -55.9% | 36,117 | -55.8% | 0.47% | -55.7% |
| Q2 2021 | $8,512,000 | +10.3% | 81,634 | +2.3% | 1.07% | -1.8% |
| Q1 2021 | $7,717,000 | +10.5% | 79,798 | +4.0% | 1.09% | +5.1% |
| Q4 2020 | $6,984,000 | +29.9% | 76,751 | +13.7% | 1.04% | +2.5% |
| Q3 2020 | $5,377,000 | +7.8% | 67,515 | -0.5% | 1.01% | +0.2% |
| Q2 2020 | $4,986,000 | +29.6% | 67,868 | +6.6% | 1.01% | +7.6% |
| Q1 2020 | $3,848,000 | +3709.9% | 63,673 | +4723.7% | 0.94% | +3377.8% |
| Q4 2019 | $101,000 | +7.4% | 1,320 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $94,000 | 0.0% | 1,320 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $94,000 | +4.4% | 1,320 | 0.0% | 0.03% | -14.7% |
| Q1 2019 | $90,000 | +13.9% | 1,320 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $79,000 | – | 1,320 | – | 0.03% | – |
Download | ||||||
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% |