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 | $487,732 | -3.6% | 9,784 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $505,833 | +8.0% | 9,784 | 0.0% | 0.04% | +5.1% |
| Q1 2023 | $468,164 | +6.8% | 9,784 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $438,421 | +6.7% | 9,784 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $411,000 | -4.9% | 9,784 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $432,000 | +28.2% | 9,784 | +55.2% | 0.04% | +50.0% |
| Q1 2022 | $337,000 | -5.3% | 6,304 | +100.0% | 0.03% | +4.0% |
| Q4 2021 | $356,000 | +8.9% | 3,152 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $327,000 | +145.9% | 3,152 | +146.6% | 0.03% | +145.5% |
| Q2 2021 | $133,000 | +7.3% | 1,278 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $124,000 | +4.2% | 1,278 | -1.9% | 0.01% | 0.0% |
| Q4 2020 | $119,000 | – | 1,303 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |