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 2023 | $26,624,801 | +2.4% | 534,096 | +6.1% | 0.04% | -17.0% |
| Q2 2023 | $26,006,460 | -1.2% | 503,305 | -8.5% | 0.05% | -4.1% |
| Q1 2023 | $26,309,619 | +11.6% | 549,908 | +4.5% | 0.05% | +2.1% |
| Q4 2022 | $23,577,178 | +13.9% | 526,152 | +6.7% | 0.05% | +2.1% |
| Q3 2022 | $20,703,000 | -5.3% | 493,030 | -0.2% | 0.05% | -2.1% |
| Q2 2022 | $21,857,000 | -32.4% | 494,154 | -3.2% | 0.05% | -23.8% |
| Q1 2022 | $32,323,000 | -7.9% | 510,347 | +64.5% | 0.06% | -4.5% |
| Q4 2021 | $35,082,000 | -23.5% | 310,293 | -29.7% | 0.07% | -31.2% |
| Q3 2021 | $45,880,000 | -10.4% | 441,522 | -10.1% | 0.10% | -13.5% |
| Q2 2021 | $51,223,000 | -4.8% | 491,175 | -11.7% | 0.11% | -14.0% |
| Q1 2021 | $53,795,000 | +7.4% | 556,057 | +1.0% | 0.13% | -3.7% |
| Q4 2020 | $50,110,000 | +19.7% | 550,712 | +4.5% | 0.13% | +7.2% |
| Q3 2020 | $41,880,000 | +10.4% | 526,764 | +2.0% | 0.12% | -1.6% |
| Q2 2020 | $37,946,000 | +139.2% | 516,452 | -96.4% | 0.13% | +95.4% |
| Q1 2020 | $15,864,000 | – | 14,545,963 | – | 0.06% | – |
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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% |