SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,123 | -3.3% | 5,499 | +0.3% | 0.08% | -2.5% |
| Q2 2023 | $283,394 | +8.4% | 5,482 | +0.3% | 0.08% | +3.9% |
| Q1 2023 | $261,490 | +7.1% | 5,465 | +0.3% | 0.08% | -2.6% |
| Q4 2022 | $244,099 | +7.1% | 5,447 | +0.4% | 0.08% | -15.2% |
| Q3 2022 | $228,000 | -4.6% | 5,427 | +0.4% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -17.0% | 5,408 | +0.3% | 0.09% | +4.6% |
| Q1 2022 | $288,000 | -5.3% | 5,390 | +100.4% | 0.09% | +2.4% |
| Q4 2021 | $304,000 | +49.8% | 2,689 | +2.8% | 0.08% | -26.7% |
| Q4 2019 | $203,000 | – | 2,617 | – | 0.12% | – |
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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% |