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 | $13,984,702 | -1.0% | 280,530 | +2.7% | 0.58% | -2.0% |
| Q2 2023 | $14,123,941 | +12.9% | 273,196 | +4.5% | 0.59% | +1.5% |
| Q1 2023 | $12,509,221 | +5.5% | 261,431 | -1.2% | 0.58% | -3.8% |
| Q4 2022 | $11,861,904 | +10.0% | 264,720 | +3.1% | 0.61% | +0.3% |
| Q3 2022 | $10,785,000 | +0.4% | 256,832 | +5.7% | 0.60% | +2.4% |
| Q2 2022 | $10,742,000 | -13.3% | 243,088 | +34.4% | 0.59% | -18.4% |
| Q1 2022 | $12,395,000 | +10.6% | 180,921 | +76.0% | 0.72% | +4.5% |
| Q4 2021 | $11,202,000 | +4.1% | 102,819 | -0.8% | 0.69% | -6.7% |
| Q3 2021 | $10,761,000 | +8.4% | 103,609 | +5.3% | 0.74% | +1.1% |
| Q2 2021 | $9,929,000 | +134.8% | 98,389 | +125.0% | 0.73% | +80.3% |
| Q1 2021 | $4,229,000 | +8.7% | 43,725 | +2.3% | 0.41% | +1.2% |
| Q4 2020 | $3,889,000 | +16.0% | 42,737 | +1.6% | 0.40% | -2.4% |
| Q3 2020 | $3,354,000 | +13.6% | 42,073 | +4.7% | 0.41% | -14.7% |
| Q2 2020 | $2,952,000 | +25.6% | 40,188 | +3.4% | 0.48% | -22.5% |
| Q1 2020 | $2,351,000 | -27.9% | 38,874 | -8.0% | 0.62% | -14.2% |
| Q4 2019 | $3,260,000 | +11.0% | 42,261 | +0.8% | 0.73% | +2.4% |
| Q3 2019 | $2,936,000 | +2.3% | 41,932 | +3.7% | 0.71% | -1.7% |
| Q2 2019 | $2,869,000 | +8.6% | 40,438 | +4.0% | 0.72% | -14.3% |
| Q1 2019 | $2,642,000 | -37.5% | 38,865 | -17.8% | 0.84% | -46.8% |
| Q4 2018 | $4,230,000 | – | 47,300 | – | 1.58% | – |
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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% |