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 | $3,252 | -2.5% | 65,238 | +1.1% | 0.58% | -0.2% |
| Q2 2023 | $3,337 | +6.0% | 64,553 | -8.1% | 0.58% | -5.2% |
| Q4 2022 | $3,147 | -99.9% | 70,237 | +155.7% | 0.61% | -5.0% |
| Q4 2021 | $3,104,000 | +8.4% | 27,467 | -0.4% | 0.64% | -1.1% |
| Q3 2021 | $2,863,000 | -0.3% | 27,567 | +0.1% | 0.65% | -0.5% |
| Q2 2021 | $2,872,000 | +8.7% | 27,548 | +0.8% | 0.65% | +2.7% |
| Q1 2021 | $2,643,000 | +5.2% | 27,331 | -1.0% | 0.64% | -0.5% |
| Q4 2020 | $2,512,000 | +42.8% | 27,605 | +25.0% | 0.64% | +24.1% |
| Q3 2020 | $1,759,000 | +10.9% | 22,088 | +2.3% | 0.51% | +6.0% |
| Q2 2020 | $1,586,000 | -1.8% | 21,581 | -19.3% | 0.48% | -15.1% |
| Q1 2020 | $1,615,000 | -19.5% | 26,733 | +2.5% | 0.57% | -3.2% |
| Q4 2019 | $2,005,000 | +9.0% | 26,079 | +0.7% | 0.59% | +4.2% |
| Q3 2019 | $1,840,000 | +7.4% | 25,903 | +6.6% | 0.57% | +10.3% |
| Q2 2019 | $1,713,000 | +347.3% | 24,292 | +331.5% | 0.51% | +402.9% |
| Q1 2019 | $383,000 | – | 5,630 | – | 0.10% | – |
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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% |