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 | $18,590,920 | -1.7% | 372,937 | +1.9% | 3.05% | +0.6% |
| Q2 2023 | $18,920,718 | +10.6% | 365,971 | +2.4% | 3.03% | +0.5% |
| Q1 2023 | $17,108,580 | +5.3% | 357,546 | -1.4% | 3.02% | -2.0% |
| Q4 2022 | $16,241,783 | +10.6% | 362,459 | +3.6% | 3.08% | -2.1% |
| Q3 2022 | $14,691,000 | -3.5% | 349,875 | +1.5% | 3.15% | -12.0% |
| Q2 2022 | $15,226,000 | – | 344,557 | – | 3.57% | – |
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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% |