SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,348 | -3.5% | 9,134 | +0.1% | 0.21% | -3.2% |
| Q2 2023 | $471,833 | +2.3% | 9,126 | -5.3% | 0.22% | -10.7% |
| Q1 2023 | $461,339 | +7.0% | 9,641 | +0.2% | 0.24% | -6.2% |
| Q4 2022 | $431,044 | -4.6% | 9,619 | -0.5% | 0.26% | -24.3% |
| Q3 2022 | $452,000 | 0.0% | 9,666 | +2.9% | 0.34% | -14.5% |
| Q2 2022 | $452,000 | +1.3% | 9,391 | +3.5% | 0.40% | -9.5% |
| Q1 2022 | $446,000 | -13.4% | 9,073 | +96.1% | 0.44% | -6.8% |
| Q4 2021 | $515,000 | – | 4,626 | – | 0.47% | – |
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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% |