SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,863 | -3.6% | 4,912 | 0.0% | 0.11% | -9.1% |
| Q2 2023 | $253,950 | +7.9% | 4,912 | -0.2% | 0.12% | +8.0% |
| Q1 2023 | $235,422 | +7.0% | 4,920 | 0.0% | 0.11% | +12.0% |
| Q4 2022 | $220,000 | +3.8% | 4,920 | -2.7% | 0.10% | -23.1% |
| Q3 2022 | $212,000 | -4.9% | 5,055 | 0.0% | 0.13% | -5.1% |
| Q2 2022 | $223,000 | -17.4% | 5,055 | 0.0% | 0.14% | -18.5% |
| Q1 2022 | $270,000 | – | 5,055 | – | 0.17% | – |
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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% |