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 | $1,940,461 | -1.8% | 38,926 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $1,975,819 | +8.2% | 38,217 | +0.1% | 0.03% | -3.4% |
| Q1 2023 | $1,826,626 | +4.0% | 38,174 | -2.6% | 0.03% | -6.5% |
| Q4 2022 | $1,756,910 | +50.2% | 39,208 | +40.7% | 0.03% | +34.8% |
| Q3 2022 | $1,170,000 | -7.1% | 27,873 | -2.2% | 0.02% | -4.2% |
| Q2 2022 | $1,259,000 | -9.0% | 28,499 | +10.0% | 0.02% | +4.3% |
| Q1 2022 | $1,383,000 | -5.5% | 25,910 | +100.1% | 0.02% | 0.0% |
| Q4 2021 | $1,463,000 | +14.7% | 12,948 | +5.4% | 0.02% | +4.5% |
| Q3 2021 | $1,276,000 | +326.8% | 12,282 | +327.8% | 0.02% | +340.0% |
| Q2 2021 | $299,000 | +9.1% | 2,871 | +1.5% | 0.01% | -16.7% |
| Q1 2021 | $274,000 | +6.6% | 2,829 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $257,000 | +23.6% | 2,829 | +8.4% | 0.01% | +20.0% |
| Q3 2020 | $208,000 | – | 2,609 | – | 0.01% | – |
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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% |