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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,893,843 | -5.3% | 2,344,912 | -1.8% | 1.89% | -4.3% |
| Q2 2023 | $123,471,544 | +6.3% | 2,388,231 | -1.6% | 1.97% | -2.2% |
| Q1 2023 | $116,125,543 | -4.9% | 2,426,866 | -10.9% | 2.02% | -9.4% |
| Q4 2022 | $122,114,399 | +38.5% | 2,725,160 | +29.8% | 2.22% | +18.6% |
| Q3 2022 | $88,147,000 | -5.7% | 2,099,231 | -0.7% | 1.88% | -2.2% |
| Q2 2022 | $93,455,000 | -5.6% | 2,114,839 | +14.0% | 1.92% | +4.4% |
| Q1 2022 | $99,019,000 | +1.6% | 1,854,639 | +115.0% | 1.84% | -6.4% |
| Q4 2021 | $97,470,000 | – | 862,486 | – | 1.96% | – |
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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% |