SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
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 | 1,139,628 | $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% |