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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,543,113 | +14.0% | 101,386 | +6.9% | 2.05% | +4.3% |
| Q3 2022 | $3,984,000 | +48.2% | 94,875 | +55.9% | 1.97% | +52.2% |
| Q2 2022 | $2,689,000 | -17.0% | 60,843 | +0.3% | 1.29% | -38.7% |
| Q1 2022 | $3,240,000 | +31.2% | 60,681 | +177.8% | 2.11% | +50.5% |
| Q4 2021 | $2,469,000 | +58.6% | 21,847 | +45.7% | 1.40% | +44.0% |
| Q3 2021 | $1,557,000 | +16.2% | 14,995 | +16.7% | 0.97% | +15.6% |
| Q2 2021 | $1,340,000 | +0.3% | 12,852 | -7.0% | 0.84% | -5.8% |
| Q1 2021 | $1,336,000 | +131.1% | 13,812 | +117.5% | 0.89% | +86.2% |
| Q4 2020 | $578,000 | – | 6,350 | – | 0.48% | – |
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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% |