SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
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 | 1,129,226 | $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% |