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 | $10,271,269 | -3.2% | 206,042 | +0.4% | 0.01% | -6.7% |
| Q2 2023 | $10,612,585 | +1084.7% | 205,271 | +996.5% | 0.02% | +1400.0% |
| Q1 2023 | $895,795 | +82.3% | 18,721 | +70.7% | 0.00% | 0.0% |
| Q4 2022 | $491,430 | +13.8% | 10,967 | +6.9% | 0.00% | 0.0% |
| Q3 2022 | $432,000 | -16.8% | 10,259 | -12.4% | 0.00% | 0.0% |
| Q2 2022 | $519,000 | -30.2% | 11,715 | -16.0% | 0.00% | 0.0% |
| Q1 2022 | $744,000 | -18.0% | 13,940 | +73.9% | 0.00% | 0.0% |
| Q4 2021 | $907,000 | +49.9% | 8,018 | +37.8% | 0.00% | 0.0% |
| Q3 2021 | $605,000 | +15.0% | 5,820 | +15.4% | 0.00% | 0.0% |
| Q2 2021 | $526,000 | +8.2% | 5,045 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $486,000 | +20.9% | 5,028 | +13.9% | 0.00% | 0.0% |
| Q4 2020 | $402,000 | +5.0% | 4,414 | -8.2% | 0.00% | 0.0% |
| Q3 2020 | $383,000 | -7.9% | 4,810 | -15.1% | 0.00% | 0.0% |
| Q2 2020 | $416,000 | +17.8% | 5,667 | -2.3% | 0.00% | 0.0% |
| Q1 2020 | $353,000 | -23.3% | 5,800 | -3.0% | 0.00% | 0.0% |
| Q4 2019 | $460,000 | +22.0% | 5,978 | +13.2% | 0.00% | 0.0% |
| Q3 2019 | $377,000 | -20.6% | 5,281 | -21.3% | 0.00% | 0.0% |
| Q2 2019 | $475,000 | -3.8% | 6,708 | -8.6% | 0.00% | 0.0% |
| Q1 2019 | $494,000 | – | 7,340 | – | 0.00% | – |
Download | ||||||
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% |