SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,679 | -7.4% | 18,810 | -4.0% | 0.42% | -26.1% |
| Q2 2023 | $1,013,061 | +1.7% | 19,595 | -5.9% | 0.57% | -11.2% |
| Q1 2023 | $995,950 | +98606.6% | 20,814 | -7.6% | 0.64% | +6.1% |
| Q4 2022 | $1,009 | -99.9% | 22,526 | -8.1% | 0.61% | -10.1% |
| Q3 2022 | $1,030,000 | -6.2% | 24,518 | -1.3% | 0.67% | -6.0% |
| Q2 2022 | $1,098,000 | -17.8% | 24,837 | -0.7% | 0.72% | -8.4% |
| Q1 2022 | $1,336,000 | -12.5% | 25,022 | +85.3% | 0.78% | -11.2% |
| Q4 2021 | $1,526,000 | – | 13,506 | – | 0.88% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |