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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,472,469 | -3.6% | 29,538 | 0.0% | 0.45% | +1.1% |
| Q2 2023 | $1,527,115 | +7.3% | 29,538 | -0.7% | 0.44% | +1.1% |
| Q1 2023 | $1,423,250 | +12.8% | 29,744 | +5.6% | 0.44% | +6.3% |
| Q4 2022 | $1,261,984 | +113.5% | 28,163 | +99.8% | 0.41% | +99.0% |
| Q3 2022 | $591,000 | +9.9% | 14,095 | +15.8% | 0.21% | +18.2% |
| Q2 2022 | $538,000 | +118.7% | 12,176 | +164.7% | 0.18% | +147.9% |
| Q1 2022 | $246,000 | -5.0% | 4,600 | +100.9% | 0.07% | +1.4% |
| Q4 2021 | $259,000 | -31.8% | 2,290 | -37.4% | 0.07% | -35.8% |
| Q3 2021 | $380,000 | +56.4% | 3,657 | +59.7% | 0.11% | +60.3% |
| Q2 2021 | $243,000 | +279.7% | 2,290 | +227.6% | 0.07% | +223.8% |
| Q4 2020 | $64,000 | – | 699 | – | 0.02% | – |
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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% |