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 | $25,274 | +11.9% | 507 | +16.0% | 0.01% | +25.0% |
Q2 2023 | $22,593 | +18.0% | 437 | +9.2% | 0.00% | 0.0% |
Q1 2023 | $19,141 | +139.3% | 400 | +100.0% | 0.00% | +100.0% |
Q3 2022 | $8,000 | +14.3% | 200 | +23.5% | 0.00% | 0.0% |
Q2 2022 | $7,000 | +75.0% | 162 | +100.0% | 0.00% | +100.0% |
Q1 2022 | $4,000 | 0.0% | 81 | +145.5% | 0.00% | 0.0% |
Q4 2021 | $4,000 | +100.0% | 33 | +50.0% | 0.00% | – |
Q3 2021 | $2,000 | -93.5% | 22 | -92.5% | 0.00% | -100.0% |
Q2 2021 | $31,000 | – | 295 | – | 0.01% | – |
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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% |