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 | $27,816 | -84.3% | 558 | -83.7% | 0.00% | -85.0% |
Q2 2023 | $176,926 | +261.8% | 3,422 | +234.8% | 0.02% | +233.3% |
Q1 2023 | $48,903 | +2.0% | 1,022 | -4.5% | 0.01% | -14.3% |
Q4 2022 | $47,947 | +499.3% | 1,070 | +463.2% | 0.01% | +250.0% |
Q3 2022 | $8,000 | -11.1% | 190 | -7.8% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -18.2% | 206 | +2.0% | 0.00% | -33.3% |
Q1 2022 | $11,000 | -8.3% | 202 | +92.4% | 0.00% | 0.0% |
Q4 2021 | $12,000 | – | 105 | – | 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% |