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 | $767,142 | -5.2% | 15,389 | -1.7% | 0.32% | -5.0% |
| Q2 2023 | $809,622 | +89361.0% | 15,660 | -17.2% | 0.34% | -18.4% |
| Q1 2023 | $905 | -24.1% | 18,907 | -28.9% | 0.41% | -28.5% |
| Q4 2022 | $1,192 | -99.9% | 26,604 | -6.1% | 0.58% | -39.3% |
| Q3 2022 | $1,190,000 | -14.2% | 28,337 | -9.7% | 0.95% | +65.7% |
| Q2 2022 | $1,387,000 | -20.8% | 31,381 | -4.4% | 0.58% | -14.9% |
| Q1 2022 | $1,752,000 | -2.4% | 32,822 | +106.6% | 0.68% | -13.8% |
| Q4 2021 | $1,796,000 | +2.6% | 15,889 | -5.7% | 0.78% | -2.6% |
| Q3 2021 | $1,750,000 | +0.5% | 16,845 | +0.8% | 0.80% | -3.9% |
| Q2 2021 | $1,742,000 | +7.3% | 16,705 | -0.5% | 0.84% | +13.7% |
| Q1 2021 | $1,624,000 | +13.1% | 16,794 | +6.4% | 0.74% | +11.8% |
| Q4 2020 | $1,436,000 | +7.2% | 15,784 | -6.2% | 0.66% | -12.4% |
| Q3 2020 | $1,340,000 | +5.8% | 16,829 | -2.3% | 0.75% | -4.2% |
| Q2 2020 | $1,266,000 | -14.6% | 17,233 | -10.6% | 0.78% | -18.6% |
| Q4 2019 | $1,482,000 | – | 19,271 | – | 0.96% | – |
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% |