SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,412,329 | +3303.2% | 208,872 | +3429.4% | 0.37% | +3227.3% |
| Q2 2023 | $305,961 | +8.0% | 5,918 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $283,176 | +6.8% | 5,918 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $265,186 | +6.9% | 5,918 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $248,000 | +320.3% | 5,918 | +341.6% | 0.01% | +400.0% |
| Q2 2022 | $59,000 | -81.9% | 1,340 | -78.1% | 0.00% | -81.8% |
| Q1 2022 | $326,000 | – | 6,109 | – | 0.01% | – |
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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% |