SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,965 | -3.6% | 1,042 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $53,888 | +79.5% | 1,042 | +66.2% | 0.01% | +75.0% |
| Q1 2023 | $30,013 | +6.8% | 627 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,102 | +8.1% | 627 | -0.6% | 0.01% | -11.1% |
| Q3 2022 | $26,000 | -7.1% | 631 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -17.6% | 631 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | -5.6% | 631 | +99.7% | 0.01% | 0.0% |
| Q4 2021 | $36,000 | +16.1% | 316 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +24.0% | 316 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +31.6% | 315 | +18.9% | 0.01% | +28.6% |
| Q3 2019 | $19,000 | +26.7% | 265 | +6.0% | 0.01% | +16.7% |
| Q3 2017 | $15,000 | 0.0% | 250 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $15,000 | -96.4% | 250 | -97.0% | 0.01% | -97.3% |
| Q2 2015 | $417,000 | -0.5% | 8,293 | 0.0% | 0.26% | -0.8% |
| Q1 2015 | $419,000 | – | 8,293 | – | 0.26% | – |
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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% |