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 | $10,237,569 | -0.3% | 205,367 | +3.4% | 6.28% | +1.4% |
| Q2 2023 | $10,264,795 | +6.4% | 198,545 | -1.5% | 6.19% | +8.3% |
| Q1 2023 | $9,645,351 | +9.7% | 201,575 | +2.7% | 5.72% | +2.3% |
| Q4 2022 | $8,793,687 | +6.6% | 196,244 | -0.1% | 5.59% | -1.3% |
| Q3 2022 | $8,250,000 | -4.1% | 196,474 | +0.9% | 5.66% | -10.0% |
| Q2 2022 | $8,602,000 | -15.7% | 194,665 | +1.8% | 6.29% | -3.7% |
| Q1 2022 | $10,207,000 | -3.2% | 191,175 | +104.9% | 6.53% | +5.6% |
| Q4 2021 | $10,544,000 | – | 93,298 | – | 6.19% | – |
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% |