SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 885 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,704,284 | +5.7% | 202,806 | -1.0% | 4.23% | +1.4% |
| Q4 2022 | $9,180,902 | +11.7% | 204,885 | +4.7% | 4.18% | -3.8% |
| Q3 2022 | $8,218,715 | -13.2% | 195,730 | -8.6% | 4.34% | -9.9% |
| Q2 2022 | $9,466,868 | -13.9% | 214,231 | +4.0% | 4.82% | -18.2% |
| Q1 2022 | $10,997,243 | +15.8% | 205,979 | +145.2% | 5.89% | +9.6% |
| Q4 2021 | $9,493,554 | – | 84,006 | – | 5.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |