SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,007,168 | -13.5% | 19,481 | -19.9% | 0.20% | -17.2% |
| Q1 2023 | $1,163,699 | +1.0% | 24,320 | -5.4% | 0.24% | -3.6% |
| Q4 2022 | $1,152,459 | +5.3% | 25,719 | -1.3% | 0.25% | -3.5% |
| Q3 2022 | $1,094,000 | -11.3% | 26,051 | -6.6% | 0.26% | +2.0% |
| Q2 2022 | $1,233,000 | -20.1% | 27,896 | -3.5% | 0.25% | -2.7% |
| Q1 2022 | $1,543,000 | -6.9% | 28,905 | +97.1% | 0.26% | -2.6% |
| Q4 2021 | $1,657,000 | +31.6% | 14,665 | +6.0% | 0.26% | 0.0% |
| Q4 2020 | $1,259,000 | – | 13,841 | – | 0.26% | – |
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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% |