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 | $2,723,064 | +11.9% | 54,625 | +16.0% | 1.90% | +16.8% |
| Q2 2023 | $2,434,409 | +7.5% | 47,087 | -0.5% | 1.63% | +3.4% |
| Q1 2023 | $2,264,147 | +9.1% | 47,318 | +2.2% | 1.58% | +1.5% |
| Q4 2022 | $2,074,898 | +3.0% | 46,304 | -3.5% | 1.55% | -1.8% |
| Q3 2022 | $2,015,000 | +4.9% | 47,991 | +10.4% | 1.58% | +16.7% |
| Q2 2022 | $1,921,000 | -11.9% | 43,476 | +6.4% | 1.36% | +2.2% |
| Q1 2022 | $2,181,000 | -4.1% | 40,857 | +103.1% | 1.33% | -8.2% |
| Q4 2021 | $2,274,000 | +10.4% | 20,119 | +1.5% | 1.44% | +18.4% |
| Q3 2021 | $2,059,000 | -0.8% | 19,829 | -0.3% | 1.22% | -1.6% |
| Q2 2021 | $2,075,000 | +10.1% | 19,898 | +2.1% | 1.24% | +47.4% |
| Q1 2021 | $1,885,000 | +11.2% | 19,494 | +4.6% | 0.84% | -28.9% |
| Q4 2020 | $1,695,000 | +12.8% | 18,632 | -1.2% | 1.18% | -15.6% |
| Q3 2020 | $1,502,000 | +7.5% | 18,864 | -0.8% | 1.40% | +11.5% |
| Q2 2020 | $1,397,000 | +20.4% | 19,011 | -0.9% | 1.26% | -2.6% |
| Q1 2020 | $1,160,000 | -23.0% | 19,191 | -2.1% | 1.29% | -5.8% |
| Q4 2019 | $1,507,000 | +2.9% | 19,607 | -4.9% | 1.37% | -9.2% |
| Q3 2019 | $1,464,000 | +0.1% | 20,611 | -0.6% | 1.51% | -1.8% |
| Q2 2019 | $1,463,000 | -90.5% | 20,744 | -98.1% | 1.54% | +33.7% |
| Q1 2019 | $15,434,000 | – | 1,073,372 | – | 1.15% | – |
Download | ||||||
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% |