SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,319,101 | -1.5% | 146,021 | +1.7% | 0.74% | -2.6% |
| Q2 2023 | $7,427,533 | -0.7% | 143,589 | -8.2% | 0.76% | -10.8% |
| Q1 2023 | $7,480,865 | +5.6% | 156,340 | -1.1% | 0.85% | -5.4% |
| Q4 2022 | $7,082,636 | +7.0% | 158,059 | +0.2% | 0.90% | -9.5% |
| Q3 2022 | $6,621,000 | +3.5% | 157,668 | +9.0% | 1.00% | -2.7% |
| Q2 2022 | $6,395,000 | -13.6% | 144,697 | +4.4% | 1.03% | -17.9% |
| Q1 2022 | $7,398,000 | +26.2% | 138,550 | +167.0% | 1.25% | +20.2% |
| Q4 2021 | $5,863,000 | +53.4% | 51,888 | +41.0% | 1.04% | +17.5% |
| Q3 2021 | $3,823,000 | +3.0% | 36,809 | +3.4% | 0.88% | -3.0% |
| Q2 2021 | $3,713,000 | +2.6% | 35,604 | -3.4% | 0.91% | -6.2% |
| Q1 2021 | $3,618,000 | +10.4% | 36,844 | +2.8% | 0.97% | -3.9% |
| Q4 2020 | $3,278,000 | +8.3% | 35,824 | -4.1% | 1.01% | -7.4% |
| Q3 2020 | $3,028,000 | +2.7% | 37,348 | -5.5% | 1.09% | -4.0% |
| Q2 2020 | $2,949,000 | +10.7% | 39,507 | -6.7% | 1.14% | -3.6% |
| Q1 2020 | $2,665,000 | -18.9% | 42,347 | +0.2% | 1.18% | -5.9% |
| Q4 2019 | $3,288,000 | +3.3% | 42,280 | -5.4% | 1.25% | -6.8% |
| Q3 2019 | $3,183,000 | -2.6% | 44,703 | -3.5% | 1.34% | -1.6% |
| Q2 2019 | $3,268,000 | -2.1% | 46,344 | -5.5% | 1.37% | -4.9% |
| Q1 2019 | $3,337,000 | +32.9% | 49,041 | +17.0% | 1.44% | +18.5% |
| Q4 2018 | $2,511,000 | – | 41,904 | – | 1.21% | – |
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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% |