SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $457,726 | -3.6% | 9,182 | +0.0% | 0.14% | -10.1% |
Q2 2023 | $474,672 | +8.1% | 9,181 | 0.0% | 0.16% | -4.8% |
Q1 2023 | $439,289 | +24.9% | 9,181 | +9.6% | 0.17% | -25.4% |
Q4 2022 | $351,829 | -0.0% | 8,379 | 0.0% | 0.22% | 0.0% |
Q3 2022 | $352,000 | -15.0% | 8,379 | -10.7% | 0.22% | -14.5% |
Q2 2022 | $414,000 | -28.0% | 9,378 | +84.3% | 0.26% | -20.6% |
Q4 2021 | $575,000 | +8.7% | 5,089 | 0.0% | 0.33% | -0.6% |
Q3 2021 | $529,000 | +2.7% | 5,089 | +3.0% | 0.33% | +29.2% |
Q2 2021 | $515,000 | +15.5% | 4,939 | +0.6% | 0.26% | +16.3% |
Q4 2020 | $446,000 | +14.4% | 4,911 | +0.4% | 0.22% | -4.7% |
Q3 2020 | $390,000 | +8.6% | 4,891 | 0.0% | 0.23% | +6.9% |
Q2 2020 | $359,000 | +23.8% | 4,891 | +2.1% | 0.22% | -8.1% |
Q1 2020 | $290,000 | – | 4,791 | – | 0.24% | – |
Download |
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% |