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 | $2,335,596 | -1.4% | 46,852 | +2.2% | 0.13% | +4.8% |
| Q2 2023 | $2,369,307 | -1.8% | 45,828 | -9.1% | 0.12% | -6.8% |
| Q1 2023 | $2,412,926 | +6.7% | 50,427 | -0.1% | 0.13% | +3.9% |
| Q4 2022 | $2,261,537 | +4.6% | 50,469 | -2.0% | 0.13% | -5.9% |
| Q3 2022 | $2,162,000 | -5.9% | 51,496 | -1.0% | 0.14% | +1.5% |
| Q2 2022 | $2,298,000 | +23.9% | 51,994 | +49.7% | 0.13% | +36.7% |
| Q1 2022 | $1,855,000 | -36.6% | 34,739 | +34.1% | 0.10% | -34.7% |
| Q4 2021 | $2,928,000 | +8.6% | 25,909 | -0.2% | 0.15% | -2.0% |
| Q3 2021 | $2,697,000 | -0.3% | 25,968 | +0.1% | 0.15% | -1.9% |
| Q2 2021 | $2,704,000 | +5.9% | 25,933 | -1.8% | 0.16% | -0.6% |
| Q1 2021 | $2,554,000 | +14.6% | 26,405 | +7.9% | 0.16% | +4.0% |
| Q4 2020 | $2,228,000 | +20.4% | 24,483 | +5.4% | 0.15% | +2.0% |
| Q3 2020 | $1,850,000 | +8.0% | 23,224 | -0.4% | 0.15% | 0.0% |
| Q2 2020 | $1,713,000 | -9.5% | 23,315 | -25.5% | 0.15% | -12.4% |
| Q1 2020 | $1,892,000 | +81.6% | 31,306 | +131.0% | 0.17% | +141.4% |
| Q4 2019 | $1,042,000 | +81.2% | 13,555 | +67.3% | 0.07% | +55.6% |
| Q3 2019 | $575,000 | +27.5% | 8,100 | +26.6% | 0.04% | +28.6% |
| Q2 2019 | $451,000 | +27.4% | 6,400 | +23.0% | 0.04% | +20.7% |
| Q1 2019 | $354,000 | -43.0% | 5,202 | -46.0% | 0.03% | -40.8% |
| Q4 2017 | $621,000 | +30.7% | 9,631 | +23.4% | 0.05% | +32.4% |
| Q3 2017 | $475,000 | -24.1% | 7,805 | -27.1% | 0.04% | -26.0% |
| Q2 2017 | $626,000 | -13.7% | 10,702 | -15.8% | 0.05% | -15.3% |
| Q1 2017 | $725,000 | – | 12,704 | – | 0.06% | – |
Download | ||||||
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% |