SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,751 | -3.6% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $395,919 | +8.0% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $366,435 | -17.5% | 7,658 | -22.7% | 0.01% | -12.5% |
| Q4 2022 | $443,977 | +6.7% | 9,908 | 0.0% | 0.01% | -20.0% |
| Q3 2022 | $416,000 | -5.0% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $438,000 | -17.2% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $529,000 | -5.5% | 9,908 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $560,000 | +8.7% | 4,954 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $515,000 | +89.3% | 4,954 | +90.2% | 0.01% | +100.0% |
| Q2 2021 | $272,000 | +7.9% | 2,604 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $252,000 | +995.7% | 2,604 | +925.2% | 0.01% | +500.0% |
| Q4 2020 | $23,000 | -11.5% | 254 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | – | 324 | – | 0.00% | – |
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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% |