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 | $2,774,079 | -13.4% | 55,649 | -10.2% | 1.17% | -12.6% |
| Q2 2023 | $3,202,524 | +31.3% | 61,944 | +21.6% | 1.34% | +23.7% |
| Q1 2023 | $2,438,213 | +4.3% | 50,955 | -2.3% | 1.08% | -6.3% |
| Q4 2022 | $2,336,883 | +6.0% | 52,151 | -0.6% | 1.15% | +3.1% |
| Q3 2022 | $2,203,913 | -4.7% | 52,487 | +0.2% | 1.12% | -3.5% |
| Q2 2022 | $2,313,796 | -18.6% | 52,360 | -1.7% | 1.16% | -23.5% |
| Q1 2022 | $2,843,476 | +846.4% | 53,259 | +1903.0% | 1.52% | +488.0% |
| Q4 2021 | $300,459 | +10.5% | 2,659 | +1.6% | 0.26% | -4.1% |
| Q3 2021 | $271,924 | -27.3% | 2,618 | -27.0% | 0.27% | -31.6% |
| Q2 2021 | $373,784 | – | 3,585 | – | 0.39% | – |
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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% |