SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,924,251 | -5.2% | 58,661 | -1.6% | 0.05% | -1.9% |
| Q2 2023 | $3,083,440 | +8.1% | 59,641 | +0.1% | 0.05% | +1.9% |
| Q1 2023 | $2,851,668 | +115.0% | 59,596 | +101.4% | 0.05% | +103.8% |
| Q4 2022 | $1,326,062 | +6.0% | 29,593 | -0.7% | 0.03% | -3.7% |
| Q3 2022 | $1,251,000 | -5.0% | 29,798 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $1,317,000 | -17.2% | 29,798 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $1,591,000 | -11.8% | 29,798 | +86.8% | 0.03% | -3.3% |
| Q4 2021 | $1,803,000 | +83.2% | 15,954 | +68.3% | 0.03% | +66.7% |
| Q3 2021 | $984,000 | -0.4% | 9,479 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $988,000 | +7.7% | 9,479 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $917,000 | -7.6% | 9,479 | -13.1% | 0.02% | -9.5% |
| Q4 2020 | $992,000 | +6.6% | 10,913 | -6.6% | 0.02% | -4.5% |
| Q3 2020 | $931,000 | -29.6% | 11,690 | -35.1% | 0.02% | -33.3% |
| Q2 2020 | $1,323,000 | +20.4% | 18,011 | -1.0% | 0.03% | +3.1% |
| Q1 2020 | $1,099,000 | – | 18,186 | – | 0.03% | – |
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% |