SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,411 | -2.7% | 14,612 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $748,735 | +8.1% | 14,482 | +0.0% | 0.03% | +3.7% |
| Q1 2023 | $692,766 | +316231.5% | 14,478 | +195.9% | 0.03% | +125.0% |
| Q4 2022 | $219 | -99.9% | 4,893 | +0.0% | 0.01% | 0.0% |
| Q3 2022 | $205,000 | -56.9% | 4,892 | -54.6% | 0.01% | -40.0% |
| Q2 2022 | $476,000 | -47.2% | 10,770 | -36.2% | 0.02% | -16.7% |
| Q1 2022 | $901,000 | -27.7% | 16,878 | +53.1% | 0.02% | -14.3% |
| Q4 2021 | $1,246,000 | -15.8% | 11,022 | -22.7% | 0.03% | -28.2% |
| Q3 2021 | $1,480,000 | +2.8% | 14,253 | +3.3% | 0.04% | 0.0% |
| Q2 2021 | $1,439,000 | -1.6% | 13,798 | -9.1% | 0.04% | 0.0% |
| Q1 2021 | $1,462,000 | – | 15,173 | – | 0.04% | – |
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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% |