SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,757 | -3.6% | 12,994 | 0.0% | 0.11% | -2.6% |
| Q2 2023 | $671,797 | +8.0% | 12,994 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $621,769 | +6.8% | 12,994 | 0.0% | 0.12% | -9.7% |
| Q4 2022 | $582,267 | +6.6% | 12,994 | 0.0% | 0.13% | +2.3% |
| Q3 2022 | $546,000 | -4.9% | 12,994 | 0.0% | 0.13% | +4.8% |
| Q2 2022 | $574,000 | -17.3% | 12,994 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $694,000 | -5.4% | 12,994 | +100.0% | 0.12% | +3.3% |
| Q4 2021 | $734,000 | +8.7% | 6,497 | 0.0% | 0.12% | -4.0% |
| Q3 2021 | $675,000 | -0.3% | 6,497 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $677,000 | -17.2% | 6,497 | -23.2% | 0.13% | -26.3% |
| Q1 2021 | $818,000 | +6.0% | 8,461 | -0.3% | 0.17% | +6.9% |
| Q4 2020 | $772,000 | +9.8% | 8,485 | -3.9% | 0.16% | -10.1% |
| Q3 2020 | $703,000 | -36.4% | 8,829 | -41.4% | 0.18% | -41.8% |
| Q2 2020 | $1,106,000 | – | 15,057 | – | 0.31% | – |
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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% |