SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,264 | -3.6% | 246 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $12,719 | +8.0% | 246 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $11,772 | +6.8% | 246 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $11,023 | +120.5% | 246 | +123.6% | 0.01% | +125.0% |
| Q3 2022 | $5,000 | 0.0% | 110 | -0.9% | 0.00% | -20.0% |
| Q2 2022 | $5,000 | -16.7% | 111 | -0.9% | 0.01% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 112 | +93.1% | 0.01% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 58 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $6,000 | 0.0% | 58 | 0.0% | 0.00% | -42.9% |
| Q2 2021 | $6,000 | 0.0% | 58 | 0.0% | 0.01% | +40.0% |
| Q1 2021 | $6,000 | +20.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | – | 58 | – | 0.01% | – |
Download | ||||||
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% |