SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,934,556 | +14.2% | 38,807 | +18.5% | 0.16% | +13.2% |
| Q2 2023 | $1,693,381 | +9.0% | 32,754 | +0.8% | 0.14% | -0.7% |
| Q1 2023 | $1,554,075 | +6.8% | 32,478 | +0.0% | 0.14% | -2.7% |
| Q4 2022 | $1,454,909 | -41.2% | 32,468 | -44.3% | 0.15% | +4.9% |
| Q3 2022 | $2,475,000 | -3.9% | 58,288 | +0.4% | 0.14% | -4.1% |
| Q2 2022 | $2,576,000 | -19.0% | 58,081 | -2.5% | 0.15% | -3.9% |
| Q1 2022 | $3,179,000 | +97.5% | 59,566 | +318.4% | 0.15% | -3.1% |
| Q4 2021 | $1,610,000 | -5.7% | 14,235 | -13.1% | 0.16% | -9.7% |
| Q2 2021 | $1,707,000 | +16.4% | 16,372 | +7.9% | 0.18% | -10.7% |
| Q1 2021 | $1,467,000 | +8.3% | 15,169 | +1.8% | 0.20% | -1.0% |
| Q4 2020 | $1,355,000 | +10.2% | 14,897 | -3.6% | 0.20% | -1.0% |
| Q3 2020 | $1,230,000 | +3.9% | 15,449 | -3.9% | 0.20% | -6.5% |
| Q2 2020 | $1,184,000 | +20.6% | 16,084 | -1.2% | 0.22% | -4.4% |
| Q1 2020 | $982,000 | -17.0% | 16,282 | +5.8% | 0.22% | +25.7% |
| Q4 2019 | $1,183,000 | +15.6% | 15,390 | +7.0% | 0.18% | -16.0% |
| Q3 2019 | $1,023,000 | -4.9% | 14,389 | -5.7% | 0.21% | +51.1% |
| Q2 2019 | $1,076,000 | +3.9% | 15,253 | 0.0% | 0.14% | -39.0% |
| Q1 2019 | $1,036,000 | +13.5% | 15,253 | 0.0% | 0.23% | -6.1% |
| Q4 2018 | $913,000 | – | 15,253 | – | 0.25% | – |
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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% |