SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,096,889 | -11.4% | 42,064 | -8.1% | 1.07% | -12.9% |
Q2 2023 | $2,365,431 | -20.2% | 45,753 | -26.2% | 1.22% | -32.1% |
Q1 2023 | $2,966,000 | +8.1% | 61,973 | +1.2% | 1.80% | -0.6% |
Q4 2022 | $2,743,359 | -3.2% | 61,222 | -1.9% | 1.81% | -7.3% |
Q3 2022 | $2,834,000 | +9.5% | 62,407 | +16.6% | 1.96% | -0.1% |
Q2 2022 | $2,587,000 | – | 53,545 | – | 1.96% | – |
Download |
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% |