SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012 | -3.6% | 20,304 | -0.1% | 0.18% | -1.6% |
| Q2 2023 | $1,050 | +9.4% | 20,316 | +1.1% | 0.19% | +1.1% |
| Q1 2023 | $960 | +2.2% | 20,094 | -2.7% | 0.19% | -4.1% |
| Q4 2022 | $939 | -99.9% | 20,661 | +0.5% | 0.19% | -11.4% |
| Q3 2022 | $878,000 | -3.2% | 20,556 | +1.9% | 0.22% | -5.6% |
| Q2 2022 | $907,000 | -11.5% | 20,182 | +3.6% | 0.23% | +22.1% |
| Q1 2022 | $1,025,000 | -6.6% | 19,477 | +101.5% | 0.19% | -5.5% |
| Q4 2021 | $1,097,000 | +8.5% | 9,665 | +0.5% | 0.20% | -5.2% |
| Q3 2021 | $1,011,000 | +1.0% | 9,618 | +0.2% | 0.21% | -1.9% |
| Q2 2021 | $1,001,000 | +8.8% | 9,597 | +0.9% | 0.22% | -1.4% |
| Q1 2021 | $920,000 | +9.5% | 9,511 | +3.0% | 0.22% | +2.3% |
| Q4 2020 | $840,000 | +20.5% | 9,233 | +7.5% | 0.21% | +5.4% |
| Q3 2020 | $697,000 | +12.8% | 8,588 | +2.2% | 0.20% | +3.0% |
| Q2 2020 | $618,000 | +43.4% | 8,407 | +18.0% | 0.20% | +13.2% |
| Q1 2020 | $431,000 | 0.0% | 7,125 | +27.0% | 0.17% | +9.4% |
| Q4 2019 | $431,000 | +13.1% | 5,612 | +1.5% | 0.16% | -4.2% |
| Q3 2019 | $381,000 | -2.6% | 5,527 | +0.3% | 0.17% | -3.5% |
| Q2 2019 | $391,000 | +9.2% | 5,510 | +4.9% | 0.17% | -14.4% |
| Q1 2019 | $358,000 | +31.1% | 5,254 | +15.2% | 0.20% | +7.5% |
| Q4 2018 | $273,000 | – | 4,561 | – | 0.19% | – |
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% |