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 | $109,689 | -2.9% | 2,200 | +0.7% | 0.04% | 0.0% |
| Q2 2023 | $112,941 | +8.4% | 2,185 | +0.3% | 0.04% | +2.8% |
| Q1 2023 | $104,218 | +15.8% | 2,178 | +1.3% | 0.04% | +2.9% |
| Q3 2022 | $90,000 | -5.3% | 2,151 | +0.3% | 0.04% | -10.3% |
| Q2 2022 | $95,000 | -16.7% | 2,144 | +0.8% | 0.04% | -4.9% |
| Q1 2022 | $114,000 | -5.0% | 2,127 | +100.8% | 0.04% | -14.6% |
| Q4 2021 | $120,000 | +9.1% | 1,059 | +0.3% | 0.05% | 0.0% |
| Q3 2021 | $110,000 | 0.0% | 1,056 | +0.3% | 0.05% | 0.0% |
| Q2 2021 | $110,000 | +8.9% | 1,053 | +0.7% | 0.05% | 0.0% |
| Q1 2021 | $101,000 | +6.3% | 1,046 | +0.2% | 0.05% | +37.1% |
| Q4 2020 | $95,000 | +15.9% | 1,044 | +1.1% | 0.04% | +2.9% |
| Q3 2020 | $82,000 | +13.9% | 1,033 | +5.0% | 0.03% | -2.9% |
| Q2 2020 | $72,000 | +22.0% | 984 | +0.4% | 0.04% | -5.4% |
| Q1 2020 | $59,000 | -26.2% | 980 | -5.2% | 0.04% | +5.7% |
| Q4 2019 | $80,000 | +17.6% | 1,034 | +7.4% | 0.04% | +6.1% |
| Q3 2019 | $68,000 | +1.5% | 963 | +2.1% | 0.03% | -2.9% |
| Q2 2019 | $67,000 | +11.7% | 943 | +7.8% | 0.03% | +6.2% |
| Q1 2019 | $60,000 | +27.7% | 875 | +11.2% | 0.03% | +28.0% |
| Q4 2018 | $47,000 | 0.0% | 787 | +19.1% | 0.02% | +8.7% |
| Q3 2018 | $47,000 | +14.6% | 661 | +7.0% | 0.02% | -4.2% |
| Q2 2018 | $41,000 | +20.6% | 618 | +15.3% | 0.02% | +14.3% |
| Q1 2018 | $34,000 | +13.3% | 536 | +15.5% | 0.02% | +16.7% |
| Q4 2017 | $30,000 | +76.5% | 464 | +61.7% | 0.02% | +63.6% |
| Q3 2017 | $17,000 | +41.7% | 287 | +39.3% | 0.01% | +37.5% |
| Q2 2017 | $12,000 | +140.0% | 206 | +142.4% | 0.01% | +100.0% |
| Q1 2017 | $5,000 | +25.0% | 85 | +21.4% | 0.00% | +33.3% |
| Q4 2016 | $4,000 | – | 70 | – | 0.00% | – |
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% |