SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,659 | -3.9% | 14,838 | -0.3% | 0.42% | +0.7% |
| Q2 2023 | $769,436 | -8.0% | 14,883 | -14.9% | 0.42% | -13.3% |
| Q1 2023 | $836,643 | +7.9% | 17,485 | +1.0% | 0.48% | +0.8% |
| Q4 2022 | $775,558 | +6.4% | 17,308 | -0.3% | 0.48% | -0.6% |
| Q3 2022 | $729,000 | -13.0% | 17,365 | -0.7% | 0.48% | +0.4% |
| Q2 2022 | $838,000 | -0.8% | 17,485 | +4.5% | 0.48% | +0.4% |
| Q1 2022 | $845,000 | -11.1% | 16,725 | +98.8% | 0.48% | +4.1% |
| Q4 2021 | $950,000 | +3.1% | 8,411 | -5.1% | 0.46% | -4.8% |
| Q3 2021 | $921,000 | +20.9% | 8,865 | +5.8% | 0.48% | -34.8% |
| Q4 2020 | $762,000 | -99.9% | 8,377 | +2.4% | 0.74% | +54.3% |
| Q2 2020 | $601,041,000 | +21.8% | 8,181 | +0.2% | 0.48% | -1.0% |
| Q1 2020 | $493,272,000 | +83.4% | 8,163 | +100.3% | 0.48% | +117.0% |
| Q4 2019 | $268,992,000 | -53.5% | 4,076 | -49.9% | 0.22% | -47.3% |
| Q3 2019 | $578,101,000 | +16.2% | 8,140 | +15.4% | 0.42% | +3.9% |
| Q2 2019 | $497,521,000 | +14.0% | 7,054 | +10.0% | 0.41% | +19.0% |
| Q1 2019 | $436,543,000 | +22.8% | 6,415 | +8.1% | 0.34% | +14.8% |
| Q4 2018 | $355,612,000 | +12.8% | 5,934 | +32.5% | 0.30% | +35.5% |
| Q3 2018 | $315,235,000 | +2.5% | 4,478 | -3.9% | 0.22% | -4.3% |
| Q2 2018 | $307,597,000 | +1.6% | 4,661 | -1.8% | 0.23% | +3.6% |
| Q1 2018 | $302,828,000 | +18.4% | 4,747 | +19.8% | 0.22% | +13.8% |
| Q4 2017 | $255,774,000 | +8.9% | 3,964 | +2.8% | 0.20% | +3.7% |
| Q3 2017 | $234,885,000 | +11.1% | 3,856 | +6.6% | 0.19% | +19.0% |
| Q2 2017 | $211,402,000 | – | 3,616 | – | 0.16% | – |
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% |