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 | $69,626 | -3.6% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $72,224 | +8.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $66,832 | +6.8% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62,599 | +6.1% | 1,397 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | +34.1% | 1,397 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -17.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | -7.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +9.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +23.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -21.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +300.0% | 500 | +145.1% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 204 | +0.5% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 203 | +0.5% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 202 | +0.5% | 0.00% | – |
| Q4 2014 | $10,000 | – | 201 | – | 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% |