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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $399 | -100.0% | 8,902 | -85.7% | 0.02% | -94.5% |
| Q2 2020 | $4,577,000 | +785.3% | 62,304 | +720.7% | 0.36% | +1106.7% |
| Q1 2019 | $517,000 | -20.5% | 7,592 | -24.6% | 0.03% | -49.2% |
| Q4 2017 | $650,000 | +6400.0% | 10,073 | +5286.6% | 0.06% | +5800.0% |
| Q4 2016 | $10,000 | -96.1% | 187 | -96.2% | 0.00% | -95.8% |
| Q3 2016 | $258,000 | -78.8% | 4,925 | -79.6% | 0.02% | -77.4% |
| Q2 2016 | $1,216,000 | +1588.9% | 24,162 | +1545.9% | 0.11% | +715.4% |
| Q4 2015 | $72,000 | -96.5% | 1,468 | -96.7% | 0.01% | -97.5% |
| Q3 2015 | $2,047,000 | +236.1% | 44,128 | +266.1% | 0.52% | +308.7% |
| Q1 2015 | $609,000 | +89.7% | 12,055 | +78.7% | 0.13% | +217.5% |
| Q3 2014 | $321,000 | +28.4% | 6,746 | +28.8% | 0.04% | -13.0% |
| Q2 2014 | $250,000 | -44.9% | 5,236 | -47.2% | 0.05% | -25.8% |
| Q1 2014 | $454,000 | – | 9,925 | – | 0.06% | – |
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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% |