SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,787,413 | -3.7% | 55,916 | -0.1% | 1.64% | -0.5% |
| Q2 2023 | $2,894,838 | +8.0% | 55,993 | 0.0% | 1.65% | +3.3% |
| Q1 2023 | $2,679,265 | +6.3% | 55,993 | -0.4% | 1.59% | -2.0% |
| Q4 2022 | $2,520,383 | -12.6% | 56,246 | -18.1% | 1.63% | -10.0% |
| Q3 2022 | $2,885,000 | +13.4% | 68,705 | +19.4% | 1.81% | +19.7% |
| Q2 2022 | $2,543,000 | -15.6% | 57,543 | +2.0% | 1.51% | -4.8% |
| Q1 2022 | $3,013,000 | -6.7% | 56,438 | +97.5% | 1.58% | -0.5% |
| Q4 2021 | $3,229,000 | -13.5% | 28,573 | -20.5% | 1.59% | -5.3% |
| Q3 2021 | $3,732,000 | -0.5% | 35,933 | -0.1% | 1.68% | -2.8% |
| Q2 2021 | $3,749,000 | -1.4% | 35,955 | -8.5% | 1.73% | -7.0% |
| Q1 2021 | $3,802,000 | -2.1% | 39,311 | -7.9% | 1.86% | -4.0% |
| Q4 2020 | $3,883,000 | +8.1% | 42,671 | -5.4% | 1.94% | +0.5% |
| Q3 2020 | $3,592,000 | -0.7% | 45,105 | -8.4% | 1.93% | -5.6% |
| Q2 2020 | $3,616,000 | -14.3% | 49,224 | -29.5% | 2.04% | -23.9% |
| Q1 2020 | $4,219,000 | +81.7% | 69,823 | +131.2% | 2.68% | +82.3% |
| Q4 2019 | $2,322,000 | – | 30,204 | – | 1.47% | – |
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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% |