SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,353 | -19.2% | 187,631 | -16.2% | 3.19% | -13.0% |
| Q2 2023 | $11,578 | +88.3% | 223,952 | +74.3% | 3.67% | +79.2% |
| Q1 2023 | $6,149 | +21.6% | 128,496 | +13.9% | 2.05% | +11.2% |
| Q4 2022 | $5,057 | -99.9% | 112,845 | -0.2% | 1.84% | +6.2% |
| Q3 2022 | $4,747,000 | -6.4% | 113,041 | -1.5% | 1.74% | +4.8% |
| Q2 2022 | $5,072,000 | -14.7% | 114,782 | +3.0% | 1.66% | +5.8% |
| Q1 2022 | $5,949,000 | +6.7% | 111,424 | +125.9% | 1.56% | +12.8% |
| Q4 2021 | $5,575,000 | – | 49,332 | – | 1.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |