SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,604 | -3.6% | 24,646 | 0.0% | 0.43% | -2.1% |
| Q2 2023 | $1,274,199 | +1.1% | 24,646 | -6.5% | 0.44% | -3.1% |
| Q1 2023 | $1,260,896 | +14.2% | 26,351 | +6.9% | 0.45% | +3.7% |
| Q4 2022 | $1,104,387 | +2.4% | 24,646 | -4.1% | 0.43% | -4.6% |
| Q3 2022 | $1,079,000 | -2.7% | 25,704 | +2.4% | 0.46% | +7.1% |
| Q2 2022 | $1,109,000 | -17.2% | 25,102 | 0.0% | 0.42% | -13.3% |
| Q1 2022 | $1,340,000 | +8.9% | 25,102 | +130.5% | 0.49% | +16.4% |
| Q4 2021 | $1,230,000 | +8.8% | 10,888 | 0.0% | 0.42% | -0.5% |
| Q3 2021 | $1,131,000 | +1.7% | 10,888 | +2.1% | 0.42% | -1.9% |
| Q2 2021 | $1,112,000 | +7.3% | 10,660 | -0.5% | 0.43% | -42.9% |
| Q1 2021 | $1,036,000 | +6.8% | 10,710 | +0.5% | 0.76% | -0.8% |
| Q4 2020 | $970,000 | – | 10,660 | – | 0.76% | – |
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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% |