SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,480 | -3.6% | 6,489 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $335,485 | +15.0% | 6,489 | +6.5% | 0.01% | 0.0% |
| Q1 2023 | $291,659 | +17.7% | 6,095 | +10.2% | 0.01% | 0.0% |
| Q4 2022 | $247,758 | -77.4% | 5,529 | -78.8% | 0.01% | -76.7% |
| Q3 2022 | $1,096,000 | +349.2% | 26,097 | +372.0% | 0.03% | +328.6% |
| Q2 2022 | $244,000 | -17.3% | 5,529 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $295,000 | -8.4% | 5,529 | +94.3% | 0.01% | 0.0% |
| Q4 2021 | $322,000 | +17.5% | 2,846 | +7.7% | 0.01% | 0.0% |
| Q3 2021 | $274,000 | -0.4% | 2,642 | +0.3% | 0.01% | -12.5% |
| Q2 2021 | $275,000 | +7.8% | 2,635 | +0.0% | 0.01% | -27.3% |
| Q1 2021 | $255,000 | – | 2,634 | – | 0.01% | – |
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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% |