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 | $655,036 | -5.7% | 13,140 | -2.2% | 0.03% | +8.0% |
| Q2 2023 | $694,619 | +8.4% | 13,436 | +0.4% | 0.02% | +8.7% |
| Q1 2023 | $640,538 | +7.2% | 13,386 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $597,530 | +7.3% | 13,335 | +0.5% | 0.02% | -8.0% |
| Q3 2022 | $557,000 | -4.6% | 13,274 | +0.4% | 0.02% | +4.2% |
| Q2 2022 | $584,000 | +472.5% | 13,217 | +891.5% | 0.02% | +242.9% |
| Q4 2019 | $102,000 | +8.5% | 1,333 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $94,000 | +5.6% | 1,318 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $89,000 | – | 1,313 | – | 0.01% | – |
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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% |