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 | $1,198,568 | -3.5% | 24,043 | +0.1% | 1.12% | -1.1% |
| Q2 2023 | $1,242,287 | +6.5% | 24,029 | -1.5% | 1.13% | +0.9% |
| Q1 2023 | $1,166,934 | -5.8% | 24,387 | -11.8% | 1.12% | -7.9% |
| Q4 2022 | $1,239,404 | +2.7% | 27,659 | -3.7% | 1.22% | -10.7% |
| Q3 2022 | $1,207,000 | -5.4% | 28,736 | -0.5% | 1.37% | -0.5% |
| Q2 2022 | $1,276,000 | -23.7% | 28,869 | -7.8% | 1.37% | -17.3% |
| Q1 2022 | $1,672,000 | -13.6% | 31,314 | +82.9% | 1.66% | -10.8% |
| Q4 2021 | $1,935,000 | – | 17,120 | – | 1.86% | – |
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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% |