SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,005,207 | -1.2% | 80,345 | +2.4% | 0.77% | -0.8% |
| Q2 2023 | $4,055,362 | +18.5% | 78,440 | +9.7% | 0.78% | +6.6% |
| Q1 2023 | $3,421,058 | -3.3% | 71,495 | -9.4% | 0.73% | -10.0% |
| Q4 2022 | $3,536,558 | +15.0% | 78,923 | +7.7% | 0.81% | -3.2% |
| Q3 2022 | $3,076,000 | +2.5% | 73,248 | +7.9% | 0.84% | -3.2% |
| Q2 2022 | $3,001,000 | -15.4% | 67,907 | +2.2% | 0.86% | -15.8% |
| Q1 2022 | $3,546,000 | -7.4% | 66,423 | +96.1% | 1.02% | -6.7% |
| Q4 2021 | $3,828,000 | +17.7% | 33,870 | +8.1% | 1.10% | +4.8% |
| Q3 2021 | $3,253,000 | -1.6% | 31,323 | -1.2% | 1.05% | -5.8% |
| Q2 2021 | $3,306,000 | -2.6% | 31,705 | -9.7% | 1.11% | -16.2% |
| Q1 2021 | $3,394,000 | +7.7% | 35,095 | +1.4% | 1.33% | -3.2% |
| Q4 2020 | $3,151,000 | +12.5% | 34,625 | +4.7% | 1.37% | +3.7% |
| Q3 2020 | $2,802,000 | +25.0% | 33,073 | +8.4% | 1.32% | +3.2% |
| Q2 2020 | $2,242,000 | – | 30,510 | – | 1.28% | – |
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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% |