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 | $732,179 | -3.6% | 14,688 | 0.0% | 0.05% | +6.8% |
| Q2 2023 | $759,352 | -2.7% | 14,688 | -9.9% | 0.04% | -8.3% |
| Q1 2023 | $780,034 | -5.6% | 16,302 | -11.6% | 0.05% | -17.2% |
| Q4 2022 | $826,057 | +6.7% | 18,435 | 0.0% | 0.06% | -9.4% |
| Q3 2022 | $774,000 | +13.5% | 18,435 | +35.1% | 0.06% | +8.5% |
| Q2 2022 | $682,000 | -36.6% | 13,643 | -32.3% | 0.06% | -20.3% |
| Q1 2022 | $1,076,000 | -5.3% | 20,161 | +100.5% | 0.07% | -8.6% |
| Q4 2021 | $1,136,000 | -10.2% | 10,053 | -17.5% | 0.08% | -19.8% |
| Q3 2021 | $1,265,000 | +13.0% | 12,184 | +13.5% | 0.10% | +13.5% |
| Q2 2021 | $1,119,000 | -4.8% | 10,731 | -11.6% | 0.09% | -9.2% |
| Q1 2021 | $1,175,000 | -15.1% | 12,146 | -20.2% | 0.10% | -16.2% |
| Q4 2020 | $1,384,000 | +14.7% | 15,212 | +0.4% | 0.12% | -3.3% |
| Q3 2020 | $1,207,000 | -9.6% | 15,153 | -16.6% | 0.12% | -13.6% |
| Q2 2020 | $1,335,000 | +22.0% | 18,169 | +0.4% | 0.14% | +6.9% |
| Q1 2020 | $1,094,000 | -25.1% | 18,098 | -4.8% | 0.13% | -7.7% |
| Q4 2019 | $1,461,000 | -1.1% | 19,002 | -8.6% | 0.14% | -4.7% |
| Q3 2019 | $1,477,000 | -2.2% | 20,793 | -2.9% | 0.15% | +2.8% |
| Q2 2019 | $1,510,000 | +3.7% | 21,403 | 0.0% | 0.14% | +1.4% |
| Q1 2019 | $1,456,000 | +14.1% | 21,403 | +0.5% | 0.14% | +3.6% |
| Q4 2018 | $1,276,000 | – | 21,290 | – | 0.14% | – |
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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% |