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 | $1,102 | +7.9% | 22,108 | +12.0% | 0.08% | +12.5% |
| Q2 2023 | $1,021 | -15.8% | 19,744 | -22.1% | 0.07% | -20.9% |
| Q1 2023 | $1,213 | -8.6% | 25,350 | -14.4% | 0.09% | -12.5% |
| Q4 2022 | $1,327 | -99.9% | 29,622 | -2.5% | 0.10% | -1.9% |
| Q3 2022 | $1,275,000 | -5.0% | 30,374 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $1,342,000 | -22.1% | 30,374 | -5.9% | 0.10% | -2.8% |
| Q1 2022 | $1,723,000 | -6.3% | 32,264 | +98.2% | 0.11% | +2.9% |
| Q4 2021 | $1,839,000 | +8.2% | 16,277 | -0.5% | 0.10% | +2.0% |
| Q3 2021 | $1,699,000 | -2.0% | 16,360 | -1.5% | 0.10% | -1.9% |
| Q2 2021 | $1,733,000 | +7.8% | 16,617 | 0.0% | 0.10% | -2.8% |
| Q1 2021 | $1,607,000 | -5.6% | 16,617 | -11.2% | 0.11% | -14.4% |
| Q4 2020 | $1,702,000 | +13.3% | 18,705 | -0.8% | 0.12% | -6.7% |
| Q3 2020 | $1,502,000 | +12.3% | 18,858 | +3.6% | 0.13% | +3.9% |
| Q2 2020 | $1,338,000 | +112.7% | 18,205 | +74.8% | 0.13% | +51.8% |
| Q1 2020 | $629,000 | -16.0% | 10,413 | +6.9% | 0.08% | +28.8% |
| Q4 2019 | $749,000 | +181.6% | 9,738 | +159.8% | 0.07% | +164.0% |
| Q3 2019 | $266,000 | -53.0% | 3,748 | -53.4% | 0.02% | -51.9% |
| Q3 2018 | $566,000 | -10.0% | 8,048 | -30.7% | 0.05% | -24.6% |
| Q4 2016 | $629,000 | +196.7% | 11,610 | +186.3% | 0.07% | +200.0% |
| Q3 2016 | $212,000 | -23.2% | 4,055 | -26.0% | 0.02% | -25.8% |
| Q2 2016 | $276,000 | – | 5,480 | – | 0.03% | – |
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% |