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 | $2,051,699 | -2.8% | 41,157 | +0.8% | 1.38% | +3.7% |
| Q2 2023 | $2,110,521 | +22.3% | 40,822 | +13.2% | 1.33% | +14.2% |
| Q1 2023 | $1,726,032 | +81.4% | 36,072 | +69.9% | 1.16% | +75.9% |
| Q4 2022 | $951,623 | -18.1% | 21,237 | -19.3% | 0.66% | -31.3% |
| Q2 2022 | $1,162,000 | -33.3% | 26,303 | -19.4% | 0.96% | -27.1% |
| Q1 2022 | $1,743,000 | +20.0% | 32,647 | +154.1% | 1.32% | +31.3% |
| Q4 2021 | $1,452,000 | +21.0% | 12,847 | -55.1% | 1.00% | +7.2% |
| Q3 2021 | $1,200,000 | – | 28,585 | – | 0.94% | – |
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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% |