SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,193 | -3.6% | 2,050 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $105,985 | +8.0% | 2,050 | 0.0% | 0.07% | +4.4% |
| Q1 2023 | $98,093 | +6.8% | 2,050 | 0.0% | 0.07% | +4.6% |
| Q4 2022 | $91,860 | +6.8% | 2,050 | 0.0% | 0.06% | -5.8% |
| Q3 2022 | $86,000 | -5.5% | 2,050 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $91,000 | -16.5% | 2,050 | 0.0% | 0.07% | +4.7% |
| Q1 2022 | $109,000 | -6.0% | 2,050 | +100.0% | 0.06% | +6.7% |
| Q4 2021 | $116,000 | +9.4% | 1,025 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $106,000 | -0.9% | 1,025 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $107,000 | +8.1% | 1,025 | 0.0% | 0.06% | -4.7% |
| Q1 2021 | $99,000 | +6.5% | 1,025 | 0.0% | 0.06% | -4.5% |
| Q4 2020 | $93,000 | +13.4% | 1,025 | 0.0% | 0.07% | -10.7% |
| Q3 2020 | $82,000 | +9.3% | 1,025 | 0.0% | 0.08% | -9.6% |
| Q2 2020 | $75,000 | +21.0% | 1,025 | 0.0% | 0.08% | +6.4% |
| Q1 2020 | $62,000 | -21.5% | 1,025 | 0.0% | 0.08% | +18.2% |
| Q4 2019 | $79,000 | +8.2% | 1,025 | 0.0% | 0.07% | -5.7% |
| Q3 2019 | $73,000 | +1.4% | 1,025 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $72,000 | +2.9% | 1,025 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +14.8% | 1,025 | 0.0% | 0.07% | -4.0% |
| Q4 2018 | $61,000 | – | 1,025 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |