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 | $2,298,571 | +526.4% | 46,110 | +549.6% | 2.02% | +416.4% |
Q2 2023 | $366,944 | +8.1% | 7,098 | +0.0% | 0.39% | -18.4% |
Q1 2023 | $339,513 | +14.9% | 7,095 | +7.6% | 0.48% | +3.5% |
Q4 2022 | $295,436 | +35.5% | 6,593 | +61.4% | 0.46% | +109.5% |
Q1 2022 | $218,000 | -44.0% | 4,086 | +18.7% | 0.22% | -38.8% |
Q4 2021 | $389,000 | -52.4% | 3,443 | -56.3% | 0.36% | +23.6% |
Q3 2021 | $818,000 | -65.2% | 7,884 | -65.1% | 0.29% | -82.5% |
Q2 2021 | $2,353,000 | -24.1% | 22,564 | -29.6% | 1.67% | -48.1% |
Q1 2021 | $3,099,000 | +6.2% | 32,041 | -0.1% | 3.22% | -27.3% |
Q4 2020 | $2,918,000 | – | 32,069 | – | 4.44% | – |
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% |