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 | $7,304,976 | -3.6% | 146,539 | -0.0% | 4.69% | -4.0% |
| Q2 2023 | $7,577,279 | -11.2% | 146,562 | -17.8% | 4.88% | -11.6% |
| Q1 2023 | $8,532,939 | -0.9% | 178,327 | -7.2% | 5.52% | -7.4% |
| Q4 2022 | $8,613,224 | +7.4% | 192,217 | +0.7% | 5.96% | -5.9% |
| Q3 2022 | $8,018,000 | -5.0% | 190,946 | -0.0% | 6.34% | +0.7% |
| Q2 2022 | $8,440,000 | -17.1% | 191,003 | +0.1% | 6.29% | -30.6% |
| Q1 2022 | $10,185,000 | -5.5% | 190,773 | +100.0% | 9.08% | -4.6% |
| Q4 2021 | $10,780,000 | +8.8% | 95,387 | -0.0% | 9.52% | -16.8% |
| Q3 2021 | $9,909,000 | – | 95,408 | – | 11.44% | – |
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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% |