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 | $971,412 | -4.7% | 19,487 | -1.2% | 0.03% | -6.2% |
| Q2 2023 | $1,019,500 | +13.3% | 19,720 | +4.8% | 0.03% | +6.7% |
| Q1 2023 | $899,995 | +10.2% | 18,809 | +3.2% | 0.03% | 0.0% |
| Q4 2022 | $816,446 | +3.1% | 18,220 | -3.4% | 0.03% | -6.2% |
| Q3 2022 | $792,000 | -11.4% | 18,854 | -6.8% | 0.03% | -11.1% |
| Q2 2022 | $894,000 | -6.3% | 20,229 | +13.2% | 0.04% | -12.2% |
| Q1 2022 | $954,000 | -6.2% | 17,876 | +98.7% | 0.04% | -6.8% |
| Q4 2021 | $1,017,000 | +8.4% | 8,995 | -0.4% | 0.04% | -6.4% |
| Q3 2021 | $938,000 | +2.9% | 9,033 | +3.3% | 0.05% | 0.0% |
| Q2 2021 | $912,000 | +105.4% | 8,744 | +90.4% | 0.05% | +88.0% |
| Q1 2021 | $444,000 | -2.4% | 4,593 | -8.1% | 0.02% | -10.7% |
| Q4 2020 | $455,000 | – | 5,000 | – | 0.03% | – |
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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% |