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 | $661,908 | -3.8% | 13,278 | -0.2% | 0.47% | +5.6% |
| Q2 2023 | $688,024 | -9.7% | 13,308 | -16.4% | 0.45% | -17.4% |
| Q1 2023 | $761,676 | +18.5% | 15,918 | +11.0% | 0.54% | +2.1% |
| Q4 2022 | $642,710 | +6.8% | 14,343 | 0.0% | 0.53% | -5.4% |
| Q3 2022 | $602,000 | -5.6% | 14,343 | -0.7% | 0.56% | +4.5% |
| Q2 2022 | $638,000 | -17.4% | 14,443 | -0.1% | 0.54% | +3.3% |
| Q1 2022 | $772,000 | -7.4% | 14,463 | +95.9% | 0.52% | -10.1% |
| Q4 2021 | $834,000 | +13.5% | 7,384 | +4.4% | 0.58% | +7.5% |
| Q3 2021 | $735,000 | -1.9% | 7,074 | -1.5% | 0.54% | -2.7% |
| Q2 2021 | $749,000 | +10.8% | 7,185 | +2.8% | 0.55% | +1.3% |
| Q1 2021 | $676,000 | +6.5% | 6,990 | +0.2% | 0.54% | -1.3% |
| Q4 2020 | $635,000 | +22.8% | 6,976 | +7.4% | 0.55% | +6.2% |
| Q3 2020 | $517,000 | – | 6,496 | – | 0.52% | – |
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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% |