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 | $2,122,499 | +2.0% | 42,578 | +5.8% | 1.30% | +4.7% |
| Q2 2023 | $2,080,680 | +4.0% | 40,245 | -3.8% | 1.24% | -0.2% |
| Q1 2023 | $2,001,289 | +28.5% | 41,824 | +20.3% | 1.25% | +22.3% |
| Q4 2022 | $1,557,424 | +5.1% | 34,756 | -1.6% | 1.02% | -4.9% |
| Q3 2022 | $1,482,000 | -13.9% | 35,305 | -9.3% | 1.07% | -9.4% |
| Q2 2022 | $1,721,000 | -13.9% | 38,944 | +4.0% | 1.18% | -4.4% |
| Q1 2022 | $1,999,000 | +6.6% | 37,434 | +125.6% | 1.24% | +6.5% |
| Q4 2021 | $1,875,000 | +18.7% | 16,595 | +9.1% | 1.16% | -0.3% |
| Q3 2021 | $1,579,000 | +0.2% | 15,204 | +0.6% | 1.16% | +58.7% |
| Q2 2021 | $1,576,000 | -7.8% | 15,118 | -14.5% | 0.73% | -21.8% |
| Q1 2021 | $1,709,000 | – | 17,674 | – | 0.94% | – |
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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% |