SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,688 | -6.9% | 8,419 | -3.5% | 0.58% | +138.4% |
| Q2 2023 | $450,976 | +2.8% | 8,723 | -4.9% | 0.24% | -12.5% |
| Q1 2023 | $438,785 | -12.8% | 9,170 | -18.4% | 0.28% | -76.7% |
| Q4 2022 | $503,308 | +1.3% | 11,232 | -5.1% | 1.20% | +130.7% |
| Q3 2022 | $497,000 | -6.4% | 11,834 | -1.7% | 0.52% | +47.6% |
| Q2 2022 | $531,000 | -20.5% | 12,043 | -3.8% | 0.35% | -30.6% |
| Q1 2022 | $668,000 | -15.1% | 12,518 | +79.6% | 0.51% | +49.7% |
| Q4 2021 | $787,000 | -0.8% | 6,968 | -9.0% | 0.34% | -2.9% |
| Q3 2021 | $793,000 | -1.4% | 7,657 | -1.0% | 0.35% | +10.4% |
| Q2 2021 | $804,000 | +5.1% | 7,737 | -2.5% | 0.32% | -6.5% |
| Q1 2021 | $765,000 | -1.8% | 7,939 | -7.3% | 0.34% | -17.1% |
| Q4 2020 | $779,000 | +12.6% | 8,564 | -1.5% | 0.41% | -59.5% |
| Q3 2020 | $692,000 | +5.2% | 8,695 | -2.9% | 1.01% | +136.2% |
| Q2 2020 | $658,000 | +9.8% | 8,958 | -9.6% | 0.43% | -36.2% |
| Q1 2020 | $599,000 | -98.3% | 9,905 | -97.8% | 0.67% | -96.4% |
| Q4 2019 | $35,106,000 | -20.1% | 456,631 | -26.2% | 18.48% | -29.9% |
| Q3 2019 | $43,939,000 | – | 618,682 | – | 26.36% | – |
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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% |