SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $51,881 | +6.8% | 1,084 | 0.0% | 0.03% | -8.3% |
| Q4 2022 | $48,584 | +5.6% | 1,084 | 0.0% | 0.04% | +5.9% |
| Q3 2022 | $46,000 | -4.2% | 1,084 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $48,000 | -17.2% | 1,084 | +0.4% | 0.03% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 1,080 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $61,000 | +8.9% | 540 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $56,000 | 0.0% | 540 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $56,000 | +7.7% | 540 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $52,000 | +6.1% | 540 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $49,000 | +14.0% | 540 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $43,000 | +7.5% | 540 | 0.0% | 0.04% | -7.9% |
| Q2 2020 | $40,000 | +21.2% | 540 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $33,000 | – | 540 | – | 0.04% | – |
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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% |