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 | $262,890 | +5.5% | 5,274 | +9.5% | 0.03% | +6.2% |
| Q2 2023 | $249,089 | -15.9% | 4,818 | -22.2% | 0.03% | -22.0% |
| Q1 2023 | $296,164 | +6.8% | 6,189 | +0.0% | 0.04% | -6.8% |
| Q4 2022 | $277,229 | +3.1% | 6,187 | -3.3% | 0.04% | -10.2% |
| Q3 2022 | $269,000 | -4.6% | 6,396 | +0.0% | 0.05% | -3.9% |
| Q2 2022 | $282,000 | +6.4% | 6,393 | +28.9% | 0.05% | +8.5% |
| Q1 2022 | $265,000 | -5.4% | 4,960 | +100.1% | 0.05% | -13.0% |
| Q4 2021 | $280,000 | +8.1% | 2,479 | -0.8% | 0.05% | -10.0% |
| Q3 2021 | $259,000 | -0.4% | 2,498 | +0.1% | 0.06% | -4.8% |
| Q2 2021 | $260,000 | +7.9% | 2,496 | +0.0% | 0.06% | -10.0% |
| Q1 2021 | $241,000 | +6.2% | 2,495 | +0.0% | 0.07% | -10.3% |
| Q4 2020 | $227,000 | -47.5% | 2,494 | -65.1% | 0.08% | -71.7% |
| Q1 2020 | $432,000 | – | 7,144 | – | 0.28% | – |
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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% |