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 | $6,231 | +0.4% | 125 | +4.2% | 0.01% | +20.0% |
| Q2 2023 | $6,204 | +8.0% | 120 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $5,742 | +6.8% | 120 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $5,377 | +7.5% | 120 | +4.3% | 0.01% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 115 | +4.5% | 0.01% | +25.0% |
| Q2 2022 | $5,000 | +25.0% | 110 | +41.0% | 0.00% | +33.3% |
| Q1 2022 | $4,000 | 0.0% | 78 | +100.0% | 0.00% | +50.0% |
| Q4 2021 | $4,000 | +33.3% | 39 | +30.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 30 | +50.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | – | 20 | – | 0.00% | – |
Download | ||||||
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% |