SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,229 | -62.1% | 807 | -60.7% | 0.01% | -57.1% |
| Q2 2023 | $106,244 | +188.0% | 2,055 | +166.5% | 0.02% | +162.5% |
| Q1 2023 | $36,893 | +6.8% | 771 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $34,549 | +15.2% | 771 | +7.7% | 0.01% | +14.3% |
| Q3 2022 | $30,000 | -6.2% | 716 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $32,000 | -3.0% | 716 | +14.4% | 0.01% | +14.3% |
| Q1 2022 | $33,000 | -5.7% | 626 | +103.2% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +2.9% | 308 | -6.1% | 0.01% | -12.5% |
| Q3 2021 | $34,000 | 0.0% | 328 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $34,000 | +6.2% | 328 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $32,000 | +6.7% | 328 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 328 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 328 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +33.3% | 324 | +6.2% | 0.01% | +14.3% |
| Q1 2020 | $18,000 | -73.5% | 305 | -65.6% | 0.01% | -66.7% |
| Q4 2019 | $68,000 | +7.9% | 887 | +0.6% | 0.02% | -4.5% |
| Q3 2019 | $63,000 | +1.6% | 882 | +1.1% | 0.02% | 0.0% |
| Q2 2019 | $62,000 | +6.9% | 872 | +2.1% | 0.02% | +4.8% |
| Q1 2019 | $58,000 | +26.1% | 854 | +10.8% | 0.02% | +16.7% |
| Q4 2018 | $46,000 | – | 771 | – | 0.02% | – |
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% |