SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,438 | -16.3% | 5,586 | -13.1% | 0.01% | -12.5% |
| Q2 2023 | $332,492 | +11.9% | 6,431 | +3.6% | 0.02% | -11.1% |
| Q1 2023 | $297,004 | -38.8% | 6,207 | -42.7% | 0.02% | -47.1% |
| Q4 2022 | $485,364 | -2.7% | 10,832 | -8.8% | 0.03% | -17.1% |
| Q3 2022 | $499,000 | -10.4% | 11,880 | -5.7% | 0.04% | -10.9% |
| Q2 2022 | $557,000 | -25.7% | 12,603 | -10.3% | 0.05% | -13.2% |
| Q1 2022 | $750,000 | +36.9% | 14,054 | +189.8% | 0.05% | +29.3% |
| Q4 2021 | $548,000 | +125.5% | 4,849 | +107.1% | 0.04% | +24.2% |
| Q3 2021 | $243,000 | -0.4% | 2,341 | -7.3% | 0.03% | -29.8% |
| Q1 2021 | $244,000 | +134.6% | 2,525 | +78.6% | 0.05% | -17.5% |
| Q2 2020 | $104,000 | -35.0% | 1,414 | -37.8% | 0.06% | -69.0% |
| Q2 2019 | $160,000 | -22.3% | 2,275 | -24.9% | 0.18% | -32.4% |
| Q1 2019 | $206,000 | -96.1% | 3,028 | -96.3% | 0.27% | -94.4% |
| Q4 2018 | $5,316,000 | – | 81,706 | – | 4.90% | – |
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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% |