SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,243 | -3.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,417 | +8.4% | 105 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $4,995 | +7.2% | 104 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $4,660 | +16.5% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 104 | +1.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | -79.2% | 103 | -51.4% | 0.00% | -85.7% |
| Q4 2021 | $24,000 | +14.3% | 212 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 205 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +23.5% | 204 | +14.0% | 0.01% | +16.7% |
| Q1 2021 | $17,000 | +6.2% | 179 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 178 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 177 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +62.5% | 176 | +34.4% | 0.01% | +50.0% |
| Q1 2020 | $8,000 | -20.0% | 131 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 130 | – | 0.00% | – |
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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% |