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 | $13,354,518 | -6.7% | 267,894 | -3.2% | 0.29% | -8.8% |
| Q2 2023 | $14,308,043 | -0.8% | 276,751 | -8.2% | 0.32% | -6.2% |
| Q1 2023 | $14,423,619 | -16.5% | 301,434 | -21.8% | 0.34% | -32.5% |
| Q4 2022 | $17,267,818 | +99.8% | 385,356 | +87.3% | 0.50% | +56.6% |
| Q3 2022 | $8,641,000 | -0.8% | 205,779 | +4.4% | 0.32% | -14.4% |
| Q2 2022 | $8,714,000 | -23.8% | 197,187 | -8.0% | 0.37% | -13.4% |
| Q1 2022 | $11,441,000 | +2.8% | 214,298 | +117.7% | 0.43% | +9.6% |
| Q4 2021 | $11,127,000 | +0.9% | 98,457 | -7.2% | 0.39% | -9.8% |
| Q3 2021 | $11,025,000 | +5.9% | 106,152 | +6.3% | 0.44% | +1.9% |
| Q2 2021 | $10,410,000 | +13.7% | 99,832 | +5.4% | 0.43% | +0.2% |
| Q1 2021 | $9,158,000 | +2.6% | 94,696 | -3.4% | 0.43% | -8.0% |
| Q4 2020 | $8,923,000 | -2.0% | 98,064 | -14.2% | 0.46% | -26.1% |
| Q3 2020 | $9,106,000 | -20.9% | 114,336 | -27.0% | 0.63% | -24.1% |
| Q2 2020 | $11,510,000 | +13.6% | 156,667 | -6.6% | 0.83% | -7.7% |
| Q1 2020 | $10,135,000 | -12.7% | 167,719 | +11.0% | 0.90% | -1.9% |
| Q4 2019 | $11,614,000 | +123.7% | 151,073 | +106.7% | 0.92% | +96.4% |
| Q3 2019 | $5,192,000 | -29.2% | 73,105 | -29.7% | 0.47% | -18.0% |
| Q2 2019 | $7,336,000 | -69.7% | 104,024 | -70.8% | 0.57% | -84.0% |
| Q1 2019 | $24,239,000 | +22.8% | 356,195 | +8.2% | 3.54% | +6.4% |
| Q4 2018 | $19,737,000 | +804.1% | 329,322 | +962.0% | 3.33% | +550.2% |
| Q3 2018 | $2,183,000 | +7.7% | 31,010 | +1.0% | 0.51% | +20.5% |
| Q2 2018 | $2,026,000 | -77.6% | 30,694 | -78.4% | 0.42% | -78.6% |
| Q1 2018 | $9,054,000 | +454.4% | 141,934 | +460.7% | 1.99% | +963.6% |
| Q4 2017 | $1,633,000 | +18.2% | 25,313 | +11.7% | 0.19% | -63.1% |
| Q3 2017 | $1,381,000 | -8.9% | 22,671 | -12.6% | 0.51% | +12.2% |
| Q2 2017 | $1,516,000 | – | 25,937 | – | 0.45% | – |
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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% |