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 2022 | $469,000 | -4.9% | 11,180 | +0.2% | 0.24% | -2.8% |
| Q2 2022 | $493,000 | -26.0% | 11,156 | -10.6% | 0.25% | -13.0% |
| Q1 2022 | $666,000 | -22.8% | 12,472 | +63.3% | 0.28% | -19.1% |
| Q4 2021 | $863,000 | -4.4% | 7,638 | -12.2% | 0.35% | -10.2% |
| Q3 2021 | $903,000 | -2.4% | 8,696 | -9.1% | 0.39% | -12.5% |
| Q1 2021 | $925,000 | -91.7% | 9,567 | -92.2% | 0.45% | -91.6% |
| Q4 2020 | $11,124,000 | +2.8% | 122,263 | -10.1% | 5.34% | +216.8% |
| Q3 2020 | $10,817,000 | +8.1% | 136,040 | -0.2% | 1.69% | -68.3% |
| Q2 2020 | $10,011,000 | +15.0% | 136,256 | -5.4% | 5.32% | -0.9% |
| Q1 2020 | $8,702,000 | -26.1% | 144,006 | -6.0% | 5.37% | -12.0% |
| Q4 2019 | $11,782,000 | +8.1% | 153,255 | -0.2% | 6.10% | +8.5% |
| Q3 2019 | $10,904,000 | +1.3% | 153,536 | +0.6% | 5.62% | +22.0% |
| Q2 2019 | $10,762,000 | +5.0% | 152,584 | +1.3% | 4.61% | -36.8% |
| Q1 2019 | $10,253,000 | +16.9% | 150,665 | +3.0% | 7.29% | +1.8% |
| Q4 2018 | $8,768,000 | -12.8% | 146,295 | +2.4% | 7.16% | -0.6% |
| Q3 2018 | $10,054,000 | – | 142,838 | – | 7.20% | – |
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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% |