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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,206 | -99.8% | 160,821 | +56.8% | 3.83% | +48.1% |
| Q3 2022 | $4,306,000 | -9.6% | 102,552 | -4.9% | 2.58% | -6.8% |
| Q2 2022 | $4,763,000 | -37.9% | 107,781 | -24.9% | 2.78% | -29.0% |
| Q1 2022 | $7,666,000 | -9.6% | 143,590 | +91.4% | 3.91% | -10.2% |
| Q4 2021 | $8,479,000 | +37.2% | 75,032 | +26.6% | 4.35% | +8.4% |
| Q2 2021 | $6,182,000 | +13.4% | 59,288 | +5.1% | 4.02% | +25.0% |
| Q1 2021 | $5,453,000 | +15.8% | 56,386 | +9.0% | 3.21% | +9.4% |
| Q4 2020 | $4,708,000 | -31.0% | 51,745 | -39.6% | 2.94% | -42.0% |
| Q3 2020 | $6,824,000 | +10.7% | 85,684 | +2.1% | 5.06% | +6.2% |
| Q2 2020 | $6,163,000 | +40.7% | 83,883 | +15.7% | 4.77% | +17.4% |
| Q1 2020 | $4,380,000 | -42.4% | 72,479 | -26.7% | 4.06% | -39.9% |
| Q4 2019 | $7,606,000 | – | 98,939 | – | 6.77% | – |
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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% |