Schaeffer Financial LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.

Quarter-by-quarter ownership
Schaeffer Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$10,165,000
-2.1%
242,070
+3.1%
18.90%
+12.2%
Q2 2022$10,380,000
-17.3%
234,894
-0.1%
16.84%
-0.6%
Q1 2022$12,553,000
-11.2%
235,110
+88.0%
16.94%
-5.3%
Q4 2021$14,136,000125,08317.89%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders