SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,494 | +6.5% | 7,773 | +2.2% | 0.36% | 0.0% |
| Q2 2023 | $363,829 | -12.7% | 7,604 | -12.7% | 0.36% | -14.8% |
| Q1 2023 | $416,570 | +9.1% | 8,706 | +2.1% | 0.42% | +3.2% |
| Q4 2022 | $381,993 | +4.1% | 8,525 | +0.1% | 0.41% | -4.4% |
| Q3 2022 | $367,000 | -1.1% | 8,518 | +1.0% | 0.43% | +19.1% |
| Q2 2022 | $371,000 | -17.6% | 8,431 | -0.0% | 0.36% | -3.5% |
| Q1 2022 | $450,000 | -5.1% | 8,432 | +101.9% | 0.38% | -11.6% |
| Q4 2021 | $474,000 | +9.7% | 4,176 | +0.4% | 0.42% | +17.8% |
| Q3 2021 | $432,000 | -0.2% | 4,160 | +0.1% | 0.36% | +0.6% |
| Q2 2021 | $433,000 | +8.8% | 4,157 | +1.1% | 0.36% | -2.7% |
| Q1 2021 | $398,000 | +6.4% | 4,112 | +0.2% | 0.37% | 0.0% |
| Q4 2020 | $374,000 | – | 4,105 | – | 0.37% | – |
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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% |