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 | $1,280,751 | +1.0% | 25,692 | +4.7% | 0.04% | +4.7% |
| Q2 2023 | $1,268,385 | -7.2% | 24,534 | -14.1% | 0.04% | -10.4% |
| Q1 2023 | $1,366,694 | +72.9% | 28,562 | +62.7% | 0.05% | +23.1% |
| Q4 2022 | $790,399 | -9.7% | 17,557 | -15.7% | 0.04% | -22.0% |
| Q3 2022 | $875,000 | +67.9% | 20,827 | +76.7% | 0.05% | +72.4% |
| Q2 2022 | $521,000 | -15.4% | 11,786 | +2.1% | 0.03% | -6.5% |
| Q1 2022 | $616,000 | -37.1% | 11,538 | +33.2% | 0.03% | -35.4% |
| Q4 2021 | $979,000 | +19.2% | 8,664 | +9.6% | 0.05% | +9.1% |
| Q3 2021 | $821,000 | +22.7% | 7,906 | +23.2% | 0.04% | +22.2% |
| Q2 2021 | $669,000 | +23.7% | 6,416 | +14.8% | 0.04% | +2.9% |
| Q1 2021 | $541,000 | +12.5% | 5,591 | +5.7% | 0.04% | +2.9% |
| Q4 2020 | $481,000 | +37.4% | 5,290 | +20.2% | 0.03% | +17.2% |
| Q3 2020 | $350,000 | -23.1% | 4,401 | -29.0% | 0.03% | -34.1% |
| Q2 2020 | $455,000 | +59.1% | 6,196 | +31.0% | 0.04% | +25.7% |
| Q1 2020 | $286,000 | – | 4,731 | – | 0.04% | – |
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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% |