SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,529 | +0.7% | 5,246 | +4.4% | 0.04% | 0.0% |
| Q2 2023 | $259,687 | +8.4% | 5,023 | +0.3% | 0.04% | +5.1% |
| Q1 2023 | $239,536 | +16.4% | 5,006 | +9.0% | 0.04% | +11.4% |
| Q4 2022 | $205,745 | -11.3% | 4,592 | -12.5% | 0.04% | -43.5% |
| Q2 2022 | $232,000 | -16.5% | 5,251 | +1.0% | 0.06% | +59.0% |
| Q1 2022 | $278,000 | -5.1% | 5,200 | +100.8% | 0.04% | +5.4% |
| Q4 2021 | $293,000 | +1.7% | 2,589 | -6.5% | 0.04% | -2.6% |
| Q3 2021 | $288,000 | +2.9% | 2,770 | +3.1% | 0.04% | -2.6% |
| Q2 2021 | $280,000 | +10.7% | 2,687 | +2.8% | 0.04% | +2.6% |
| Q1 2021 | $253,000 | +6.3% | 2,615 | -0.0% | 0.04% | +11.8% |
| Q4 2020 | $238,000 | +16.7% | 2,616 | +2.1% | 0.03% | +3.0% |
| Q3 2020 | $204,000 | – | 2,563 | – | 0.03% | – |
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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% |