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 | $49,637,787 | +1.1% | 995,743 | +4.9% | 26.40% | +2.0% |
| Q2 2023 | $49,081,341 | +13.2% | 949,349 | +4.8% | 25.87% | -7.6% |
| Q1 2023 | $43,359,993 | +7.5% | 906,165 | +0.7% | 27.99% | -2.1% |
| Q4 2022 | $40,326,990 | +9.4% | 899,955 | +2.5% | 28.60% | -9.6% |
| Q3 2022 | $36,853,414 | -3.8% | 877,671 | +1.2% | 31.64% | -19.3% |
| Q2 2022 | $38,308,011 | -17.8% | 866,893 | -0.6% | 39.22% | +2.7% |
| Q1 2022 | $46,584,025 | -5.9% | 872,523 | +99.2% | 38.20% | +1.7% |
| Q4 2021 | $49,487,823 | – | 437,907 | – | 37.57% | – |
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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% |