SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,337 | -2.9% | 10,418 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $534,630 | +8.0% | 10,341 | -0.0% | 0.01% | 0.0% |
| Q1 2023 | $494,865 | +1.8% | 10,342 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $486,189 | +724.0% | 10,850 | +677.2% | 0.01% | +700.0% |
| Q3 2022 | $59,000 | +34.1% | 1,396 | +39.5% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | +51.7% | 1,001 | +82.7% | 0.00% | – |
| Q1 2022 | $29,000 | -6.5% | 548 | +100.0% | 0.00% | -100.0% |
| Q4 2021 | $31,000 | +10.7% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | -3.4% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +314.3% | 274 | +130.3% | 0.00% | – |
| Q1 2020 | $7,000 | – | 119 | – | 0.00% | – |
Download | ||||||
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% |