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 | $71,784 | -46.0% | 1,440 | -44.0% | 0.00% | -50.0% |
| Q2 2023 | $132,972 | +8.0% | 2,572 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $123,070 | +32.8% | 2,572 | +24.4% | 0.00% | 0.0% |
| Q4 2022 | $92,667 | -1.4% | 2,068 | -7.3% | 0.00% | 0.0% |
| Q3 2022 | $94,000 | -6.0% | 2,231 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $100,000 | -16.7% | 2,263 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $120,000 | -2.4% | 2,244 | +106.1% | 0.00% | 0.0% |
| Q4 2021 | $123,000 | -20.1% | 1,089 | -26.7% | 0.00% | -33.3% |
| Q3 2021 | $154,000 | +3.4% | 1,486 | +3.8% | 0.00% | 0.0% |
| Q2 2021 | $149,000 | -100.0% | 1,431 | -61.9% | 0.00% | 0.0% |
| Q1 2021 | $362,856,000 | +442407.3% | 3,752 | +318.8% | 0.00% | +50.0% |
| Q4 2020 | $82,000 | +148.5% | 896 | +118.0% | 0.00% | +100.0% |
| Q3 2020 | $33,000 | +22.2% | 411 | +12.3% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | +17.4% | 366 | -6.4% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -17.9% | 391 | +5.7% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | +420.0% | 370 | +380.5% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | +150.0% | 77 | +126.5% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | – | 34 | – | 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% |