SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,880,468 | +15.1% | 37,723 | +19.3% | 1.23% | +15.8% |
| Q2 2023 | $1,634,168 | +42.8% | 31,609 | +32.2% | 1.06% | +22.6% |
| Q1 2023 | $1,144,327 | +48.1% | 23,915 | +38.7% | 0.87% | +42.5% |
| Q4 2022 | $772,621 | -55.7% | 17,242 | -58.5% | 0.61% | -59.4% |
| Q3 2022 | $1,744,000 | -5.0% | 41,539 | +0.0% | 1.50% | +1.1% |
| Q2 2022 | $1,835,000 | +96.7% | 41,536 | +116.0% | 1.49% | +100.9% |
| Q1 2022 | $933,000 | -12.2% | 19,233 | +104.4% | 0.74% | -2.4% |
| Q4 2021 | $1,063,000 | +8.0% | 9,409 | -0.7% | 0.76% | -2.8% |
| Q3 2021 | $984,000 | +3.6% | 9,476 | +4.0% | 0.78% | +1.0% |
| Q2 2021 | $950,000 | +35.5% | 9,113 | +25.7% | 0.77% | +24.7% |
| Q1 2021 | $701,000 | +11.6% | 7,250 | +5.1% | 0.62% | +8.0% |
| Q4 2020 | $628,000 | -10.4% | 6,897 | -4.9% | 0.57% | -7.4% |
| Q1 2012 | $701,000 | – | 7,250 | – | 0.62% | – |
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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% |