SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,261,359 | -2.1% | 85,484 | +1.5% | 4.05% | +3.2% |
| Q2 2023 | $4,353,528 | +8.0% | 84,208 | -0.1% | 3.92% | +1.3% |
| Q1 2023 | $4,031,716 | +4.9% | 84,257 | -1.7% | 3.88% | -1.6% |
| Q4 2022 | $3,841,753 | +9.8% | 85,734 | +2.9% | 3.94% | -3.3% |
| Q3 2022 | $3,499,000 | -0.5% | 83,319 | +4.6% | 4.07% | +5.4% |
| Q2 2022 | $3,518,000 | -18.5% | 79,619 | -1.5% | 3.86% | -1.2% |
| Q1 2022 | $4,315,000 | -2.2% | 80,819 | +106.9% | 3.91% | -1.7% |
| Q4 2021 | $4,414,000 | – | 39,060 | – | 3.98% | – |
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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% |