SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,215 | +4.6% | 664,824 | +6.9% | 0.42% | +3.9% |
| Q2 2023 | $31,767 | +18.1% | 621,789 | +8.8% | 0.41% | +13.3% |
| Q1 2023 | $26,903 | +10.6% | 571,623 | +5.6% | 0.36% | +9.1% |
| Q4 2022 | $24,315 | -99.9% | 541,421 | +4.2% | 0.33% | +0.9% |
| Q3 2022 | $23,225,000 | +14.3% | 519,724 | +14.1% | 0.33% | +20.6% |
| Q2 2022 | $20,316,000 | +0.4% | 455,350 | +22.2% | 0.27% | +20.9% |
| Q1 2022 | $20,241,000 | +31.5% | 372,594 | +173.7% | 0.22% | +31.6% |
| Q4 2021 | $15,387,000 | +71.8% | 136,115 | +59.6% | 0.17% | +61.3% |
| Q3 2021 | $8,956,000 | +140.9% | 85,311 | +139.2% | 0.11% | +135.6% |
| Q2 2021 | $3,717,000 | – | 35,664 | – | 0.04% | – |
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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% |