SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,730 | -5.7% | 7,337 | -2.1% | 0.08% | -7.7% |
| Q2 2023 | $387,658 | +9.3% | 7,498 | +1.1% | 0.09% | +1.1% |
| Q1 2023 | $354,800 | -3.9% | 7,415 | -10.0% | 0.09% | -15.1% |
| Q4 2022 | $369,037 | +12.5% | 8,236 | +5.5% | 0.11% | -3.6% |
| Q3 2022 | $328,000 | -7.6% | 7,808 | -2.7% | 0.11% | -6.0% |
| Q2 2022 | $355,000 | -7.6% | 8,025 | +11.7% | 0.12% | +5.4% |
| Q1 2022 | $384,000 | -3.5% | 7,187 | +104.2% | 0.11% | -3.5% |
| Q4 2021 | $398,000 | – | 3,519 | – | 0.12% | – |
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% |