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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $55 | -89.2% | 1,159 | -89.8% | 0.00% | -100.0% |
| Q4 2022 | $510 | -99.9% | 11,397 | +27.8% | 0.00% | – |
| Q3 2022 | $374,000 | +149.3% | 8,921 | +319.8% | 0.00% | – |
| Q3 2019 | $150,000 | +11.9% | 2,125 | +11.2% | 0.00% | – |
| Q2 2019 | $134,000 | -14.1% | 1,911 | -16.8% | 0.00% | – |
| Q1 2019 | $156,000 | +205.9% | 2,298 | +165.4% | 0.00% | – |
| Q4 2018 | $51,000 | +920.0% | 866 | +841.3% | 0.00% | – |
| Q1 2018 | $5,000 | -86.1% | 92 | -88.3% | 0.00% | -100.0% |
| Q3 2015 | $36,000 | +620.0% | 785 | +588.6% | 0.00% | – |
| Q2 2015 | $5,000 | – | 114 | – | 0.00% | – |
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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% |