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 | $1,950,935 | -5.2% | 39,136 | -1.7% | 0.57% | +1.4% |
| Q2 2023 | $2,057,304 | +6.9% | 39,793 | -1.1% | 0.56% | +11.5% |
| Q1 2023 | $1,925,016 | +5.7% | 40,230 | -1.0% | 0.50% | -7.2% |
| Q4 2022 | $1,820,954 | +6.7% | 40,637 | +0.0% | 0.54% | +3.6% |
| Q3 2022 | $1,706,000 | -5.0% | 40,634 | +0.0% | 0.52% | -6.4% |
| Q2 2022 | $1,795,000 | -13.1% | 40,630 | +5.0% | 0.56% | -5.7% |
| Q1 2022 | $2,065,000 | -5.5% | 38,677 | +100.0% | 0.60% | -12.9% |
| Q4 2021 | $2,185,000 | -1.8% | 19,338 | -9.7% | 0.68% | -5.5% |
| Q3 2021 | $2,225,000 | -0.5% | 21,427 | -0.1% | 0.72% | -6.6% |
| Q2 2021 | $2,237,000 | +6.8% | 21,459 | -0.9% | 0.77% | -10.2% |
| Q1 2021 | $2,095,000 | -0.2% | 21,661 | -6.1% | 0.86% | -9.8% |
| Q4 2020 | $2,099,000 | +14.2% | 23,073 | -0.0% | 0.96% | -1.1% |
| Q3 2020 | $1,838,000 | +6.7% | 23,084 | -1.5% | 0.97% | -7.6% |
| Q2 2020 | $1,722,000 | -1.4% | 23,444 | -18.9% | 1.05% | -19.5% |
| Q1 2020 | $1,746,000 | -50.2% | 28,894 | -36.6% | 1.30% | -32.3% |
| Q4 2019 | $3,506,000 | +8.3% | 45,599 | +0.0% | 1.92% | +5.3% |
| Q3 2019 | $3,238,000 | -0.2% | 45,595 | -0.8% | 1.83% | -9.2% |
| Q2 2019 | $3,243,000 | +15.2% | 45,982 | +11.2% | 2.01% | -19.0% |
| Q1 2019 | $2,814,000 | +14.0% | 41,353 | +0.4% | 2.49% | -4.3% |
| Q4 2018 | $2,468,000 | – | 41,176 | – | 2.60% | – |
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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% |