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 | $434 | -48.5% | 8,700 | -46.6% | 0.00% | 0.0% |
| Q2 2023 | $843 | +117.3% | 16,300 | +101.2% | 0.00% | 0.0% |
| Q1 2023 | $388 | -100.0% | 8,100 | -26.4% | 0.00% | -50.0% |
| Q4 2021 | $1,243,000 | -48.8% | 11,000 | -53.0% | 0.00% | -33.3% |
| Q3 2021 | $2,430,000 | +174.3% | 23,400 | +175.3% | 0.00% | +200.0% |
| Q2 2021 | $886,000 | +18.9% | 8,500 | +10.4% | 0.00% | 0.0% |
| Q1 2021 | $745,000 | -20.1% | 7,700 | -34.2% | 0.00% | 0.0% |
| Q3 2020 | $932,000 | +11.8% | 11,700 | -15.2% | 0.00% | 0.0% |
| Q1 2020 | $834,000 | -38.3% | 13,800 | -21.5% | 0.00% | 0.0% |
| Q4 2019 | $1,352,000 | +242.3% | 17,580 | +213.9% | 0.00% | – |
| Q2 2019 | $395,000 | +2.6% | 5,600 | +2.4% | 0.00% | – |
| Q3 2018 | $385,000 | – | 5,467 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |