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 | $424,755 | -27.3% | 8,521 | -24.6% | 0.18% | -26.8% |
| Q2 2023 | $584,519 | +8.6% | 11,306 | +0.6% | 0.25% | -5.7% |
| Q1 2023 | $538,041 | +17.2% | 11,244 | +9.7% | 0.26% | +3.5% |
| Q4 2022 | $459,153 | -3.9% | 10,247 | -9.9% | 0.26% | -18.7% |
| Q3 2022 | $478,000 | +14.4% | 11,372 | +20.1% | 0.32% | +12.1% |
| Q2 2022 | $418,000 | -45.0% | 9,467 | -33.5% | 0.28% | -52.6% |
| Q1 2022 | $760,000 | +11.8% | 14,237 | +136.8% | 0.59% | +38.9% |
| Q4 2021 | $680,000 | – | 6,013 | – | 0.43% | – |
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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% |