SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,904 | -0.2% | 5,976 | +3.5% | 0.08% | +2.5% |
| Q2 2023 | $298,619 | +8.6% | 5,776 | +0.5% | 0.08% | +3.9% |
| Q1 2023 | $274,994 | +6.8% | 5,747 | 0.0% | 0.08% | +4.1% |
| Q4 2022 | $257,523 | +6.9% | 5,747 | 0.0% | 0.07% | +2.8% |
| Q3 2022 | $241,000 | -5.1% | 5,747 | 0.0% | 0.07% | +4.3% |
| Q2 2022 | $254,000 | -16.7% | 5,747 | +0.7% | 0.07% | -2.8% |
| Q1 2022 | $305,000 | -8.1% | 5,709 | +94.5% | 0.07% | -5.3% |
| Q4 2021 | $332,000 | +8.9% | 2,935 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $305,000 | -0.3% | 2,935 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $306,000 | +7.7% | 2,935 | 0.0% | 0.08% | +1.3% |
| Q1 2021 | $284,000 | +6.4% | 2,935 | 0.0% | 0.08% | -5.1% |
| Q4 2020 | $267,000 | +14.1% | 2,935 | 0.0% | 0.08% | -6.0% |
| Q3 2020 | $234,000 | – | 2,935 | – | 0.08% | – |
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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% |