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 | $483,379 | +1.9% | 9,697 | +5.7% | 0.34% | -10.4% |
| Q2 2023 | $474,498 | +4.9% | 9,178 | -2.9% | 0.38% | +0.3% |
| Q1 2023 | $452,295 | +112691.8% | 9,452 | +5.7% | 0.37% | +5.9% |
| Q4 2022 | $401 | -99.9% | 8,946 | +0.3% | 0.35% | +10.3% |
| Q3 2022 | $374,000 | -4.8% | 8,916 | +0.3% | 0.32% | +4.6% |
| Q2 2022 | $393,000 | -10.7% | 8,888 | +7.8% | 0.31% | +1.0% |
| Q1 2022 | $440,000 | -3.3% | 8,248 | +104.9% | 0.30% | +11.8% |
| Q4 2021 | $455,000 | +10.4% | 4,025 | +1.5% | 0.27% | +3.8% |
| Q3 2021 | $412,000 | +2.2% | 3,966 | +2.7% | 0.26% | +0.4% |
| Q2 2021 | $403,000 | +9.8% | 3,863 | +1.8% | 0.26% | 0.0% |
| Q1 2021 | $367,000 | +16.5% | 3,796 | +9.7% | 0.26% | +6.6% |
| Q4 2020 | $315,000 | +14.5% | 3,460 | +0.2% | 0.24% | -3.6% |
| Q3 2020 | $275,000 | +19.0% | 3,452 | +10.0% | 0.25% | -1.6% |
| Q2 2020 | $231,000 | -8.0% | 3,139 | -3.7% | 0.26% | +4.5% |
| Q4 2019 | $251,000 | – | 3,259 | – | 0.25% | – |
Download | ||||||
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% |