SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,820,139 | +6.6% | 176,933 | +10.6% | 2.44% | +4.1% |
| Q2 2023 | $8,273,354 | +10.5% | 160,026 | +2.2% | 2.35% | -2.8% |
| Q1 2023 | $7,489,289 | +26.4% | 156,515 | +18.3% | 2.42% | +12.2% |
| Q4 2022 | $5,926,393 | -12.2% | 132,256 | -17.7% | 2.15% | -20.2% |
| Q3 2022 | $6,748,000 | -3.9% | 160,695 | +1.1% | 2.70% | -4.1% |
| Q2 2022 | $7,024,000 | -13.7% | 158,948 | +4.3% | 2.81% | +6.2% |
| Q1 2022 | $8,138,000 | -2.9% | 152,434 | +105.6% | 2.65% | +1.8% |
| Q4 2021 | $8,377,000 | +0.2% | 74,126 | -7.9% | 2.60% | -12.0% |
| Q3 2021 | $8,360,000 | -21.3% | 80,491 | -21.0% | 2.96% | -24.8% |
| Q2 2021 | $10,627,000 | +3.7% | 101,919 | -3.8% | 3.93% | -1.6% |
| Q1 2021 | $10,247,000 | +7.4% | 105,958 | +0.2% | 4.00% | -13.1% |
| Q4 2020 | $9,543,000 | +14.5% | 105,716 | +1.0% | 4.60% | +15.4% |
| Q3 2020 | $8,337,000 | +17.1% | 104,686 | +8.0% | 3.98% | +9.8% |
| Q2 2020 | $7,122,000 | +26.9% | 96,941 | +4.3% | 3.63% | -14.1% |
| Q1 2020 | $5,614,000 | -17.4% | 92,906 | +5.1% | 4.23% | +1.4% |
| Q4 2019 | $6,798,000 | +11.2% | 88,420 | +2.7% | 4.17% | +3.3% |
| Q3 2019 | $6,113,000 | +2.8% | 86,075 | +2.1% | 4.04% | -0.7% |
| Q2 2019 | $5,948,000 | -1.0% | 84,334 | -4.5% | 4.06% | -7.4% |
| Q1 2019 | $6,006,000 | – | 88,264 | – | 4.39% | – |
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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% |