SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,820 | -3.6% | 1,200 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $62,040 | +8.0% | 1,200 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $57,420 | +6.8% | 1,200 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $53,772 | +7.5% | 1,200 | 0.0% | 0.03% | +8.0% |
| Q3 2022 | $50,000 | -5.7% | 1,200 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $53,000 | -17.2% | 1,200 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $64,000 | -5.9% | 1,200 | +100.0% | 0.03% | -3.7% |
| Q4 2021 | $68,000 | +9.7% | 600 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $62,000 | -1.6% | 600 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $63,000 | +8.6% | 600 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $58,000 | +5.5% | 600 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $55,000 | +14.6% | 600 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $48,000 | +9.1% | 600 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $44,000 | +22.2% | 600 | 0.0% | 0.03% | +25.0% |
| Q1 2020 | $36,000 | – | 600 | – | 0.02% | – |
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% |