SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,128,079 | +13.8% | 82,810 | +18.0% | 0.00% | +100.0% |
| Q2 2023 | $3,627,944 | +17.1% | 70,173 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $3,097,665 | +8.7% | 64,737 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $2,849,871 | +6.7% | 63,599 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,672,000 | -3.5% | 63,624 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $2,770,000 | -17.8% | 62,678 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $3,368,000 | +4.3% | 63,074 | +120.7% | 0.00% | 0.0% |
| Q4 2021 | $3,230,000 | +8.8% | 28,585 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,970,000 | +1137.5% | 28,597 | +817.2% | 0.00% | – |
| Q4 2019 | $240,000 | +8.6% | 3,118 | 0.0% | 0.00% | – |
| Q3 2019 | $221,000 | -34.4% | 3,118 | -53.5% | 0.00% | – |
| Q2 2016 | $337,000 | +190.5% | 6,701 | +191.7% | 0.00% | – |
| Q1 2015 | $116,000 | – | 2,297 | – | 0.00% | – |
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% |