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 | $1,302,780 | -2.3% | 26,134 | +1.3% | 0.54% | +1.9% |
| Q2 2023 | $1,333,808 | +8.4% | 25,799 | +0.3% | 0.54% | +2.3% |
| Q1 2023 | $1,230,750 | +10.5% | 25,721 | +3.4% | 0.52% | +3.4% |
| Q4 2022 | $1,114,201 | +8.7% | 24,865 | +1.9% | 0.51% | +3.5% |
| Q3 2022 | $1,025,000 | -13.7% | 24,411 | -9.2% | 0.49% | -14.2% |
| Q2 2022 | $1,188,000 | -20.1% | 26,877 | -3.5% | 0.57% | -9.5% |
| Q1 2022 | $1,487,000 | -11.8% | 27,855 | +86.8% | 0.63% | -10.1% |
| Q4 2021 | $1,685,000 | +7.8% | 14,911 | -0.9% | 0.70% | -2.2% |
| Q3 2021 | $1,563,000 | -2.5% | 15,048 | -2.1% | 0.72% | -4.5% |
| Q2 2021 | $1,603,000 | +11.9% | 15,378 | +3.8% | 0.75% | -0.9% |
| Q1 2021 | $1,433,000 | +5.4% | 14,822 | -0.7% | 0.76% | -2.2% |
| Q4 2020 | $1,359,000 | +12.8% | 14,934 | -1.3% | 0.78% | +3.1% |
| Q3 2020 | $1,205,000 | +4.5% | 15,135 | -3.5% | 0.75% | -3.6% |
| Q2 2020 | $1,153,000 | +23.3% | 15,689 | +1.4% | 0.78% | +3.3% |
| Q1 2020 | $935,000 | -26.2% | 15,467 | -6.2% | 0.76% | -14.4% |
| Q4 2019 | $1,267,000 | +8.4% | 16,483 | +0.1% | 0.88% | +1.0% |
| Q3 2019 | $1,169,000 | -4.2% | 16,466 | -4.8% | 0.87% | -6.8% |
| Q2 2019 | $1,220,000 | +3.7% | 17,291 | +0.1% | 0.94% | -0.1% |
| Q1 2019 | $1,176,000 | +10.9% | 17,277 | -2.3% | 0.94% | +2.4% |
| Q4 2018 | $1,060,000 | +14.8% | 17,691 | +35.0% | 0.92% | +17.7% |
| Q3 2018 | $923,000 | +4.6% | 13,108 | -1.9% | 0.78% | -5.0% |
| Q2 2018 | $882,000 | +18.5% | 13,364 | +14.5% | 0.82% | +10.2% |
| Q1 2018 | $744,000 | -6.2% | 11,667 | -5.0% | 0.74% | -8.6% |
| Q4 2017 | $793,000 | – | 12,286 | – | 0.81% | – |
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% |