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 | $55,057,780 | -4.2% | 1,104,469 | -0.7% | 1.29% | -2.0% |
| Q2 2023 | $57,489,573 | +6.9% | 1,111,984 | -1.0% | 1.32% | -2.4% |
| Q1 2023 | $53,764,404 | +5.2% | 1,123,603 | -1.5% | 1.35% | -10.9% |
| Q4 2022 | $51,107,434 | +63.2% | 1,140,536 | +52.9% | 1.52% | +40.1% |
| Q3 2022 | $31,321,000 | -1.3% | 745,910 | +3.9% | 1.08% | -3.3% |
| Q2 2022 | $31,723,000 | -13.9% | 717,878 | +4.1% | 1.12% | -2.8% |
| Q1 2022 | $36,826,000 | -12.3% | 689,752 | +85.6% | 1.15% | -8.1% |
| Q4 2021 | $41,996,000 | +21.4% | 371,613 | +11.6% | 1.26% | +7.1% |
| Q3 2021 | $34,586,000 | -3.3% | 333,008 | -2.9% | 1.17% | -5.1% |
| Q2 2021 | $35,755,000 | +6.4% | 342,910 | -1.4% | 1.24% | -1.0% |
| Q1 2021 | $33,617,000 | +3.3% | 347,611 | -2.9% | 1.25% | -3.3% |
| Q4 2020 | $32,557,000 | +10.9% | 357,810 | -2.9% | 1.29% | -0.6% |
| Q3 2020 | $29,348,000 | +12.0% | 368,512 | +3.4% | 1.30% | +3.6% |
| Q2 2020 | $26,193,000 | +59.3% | 356,518 | +31.0% | 1.25% | +30.9% |
| Q1 2020 | $16,446,000 | – | 272,147 | – | 0.96% | – |
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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% |