SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090,818 | +43.6% | 21,882 | +48.9% | 0.14% | +48.5% |
| Q2 2023 | $759,732 | +132027.3% | 14,695 | +22.3% | 0.10% | +27.6% |
| Q1 2023 | $575 | +70.1% | 12,011 | +59.4% | 0.08% | +61.7% |
| Q4 2022 | $338 | -99.9% | 7,536 | -9.5% | 0.05% | -6.0% |
| Q3 2022 | $350,000 | +153.6% | 8,328 | +166.8% | 0.05% | +177.8% |
| Q2 2022 | $138,000 | +253.8% | 3,121 | +331.7% | 0.02% | +350.0% |
| Q1 2022 | $39,000 | – | 723 | – | 0.00% | – |
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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% |