SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,542,987 | -3.5% | 91,133 | +0.1% | 2.18% | +0.9% |
| Q2 2023 | $4,706,126 | +8.3% | 91,028 | +0.3% | 2.16% | +5.2% |
| Q1 2023 | $4,343,925 | +3.4% | 90,782 | -3.1% | 2.06% | -1.2% |
| Q4 2022 | $4,199,702 | +6.8% | 93,722 | +0.1% | 2.08% | +7.9% |
| Q3 2022 | $3,931,000 | -5.9% | 93,627 | -0.9% | 1.93% | -3.7% |
| Q2 2022 | $4,176,000 | -13.3% | 94,504 | +4.8% | 2.00% | +3.2% |
| Q1 2022 | $4,815,000 | -7.2% | 90,178 | +96.5% | 1.94% | +16.7% |
| Q4 2021 | $5,186,000 | +5.6% | 45,888 | -3.0% | 1.66% | -1.0% |
| Q3 2021 | $4,912,000 | -0.3% | 47,290 | +0.0% | 1.68% | +4.2% |
| Q2 2021 | $4,929,000 | +7.7% | 47,275 | -0.1% | 1.61% | -6.6% |
| Q1 2021 | $4,578,000 | +7.1% | 47,336 | +0.7% | 1.73% | -21.7% |
| Q4 2020 | $4,276,000 | +15.0% | 46,997 | +0.7% | 2.20% | +5.7% |
| Q3 2020 | $3,719,000 | +3.9% | 46,693 | -4.2% | 2.09% | -7.5% |
| Q2 2020 | $3,581,000 | +18.6% | 48,739 | -2.5% | 2.26% | -0.0% |
| Q1 2020 | $3,020,000 | -29.1% | 49,981 | -9.8% | 2.26% | -34.5% |
| Q4 2019 | $4,261,000 | +6.2% | 55,425 | -1.9% | 3.44% | +13.4% |
| Q3 2019 | $4,013,000 | -5.1% | 56,504 | -5.8% | 3.04% | -7.3% |
| Q2 2019 | $4,230,000 | +9.6% | 59,969 | +5.8% | 3.28% | +5.0% |
| Q1 2019 | $3,859,000 | +18.5% | 56,702 | +4.4% | 3.12% | -15.4% |
| Q4 2018 | $3,256,000 | – | 54,330 | – | 3.69% | – |
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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% |