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 | $528,759 | +796.4% | 10,607 | +829.6% | 0.02% | +750.0% |
| Q2 2023 | $58,990 | +2182.9% | 1,141 | -97.9% | 0.00% | -97.6% |
| Q1 2023 | $2,584 | +21433.3% | 54,007 | +19610.6% | 0.08% | – |
| Q4 2022 | $12 | -99.9% | 274 | +33.0% | 0.00% | – |
| Q3 2022 | $9,000 | -50.0% | 206 | -48.8% | 0.00% | – |
| Q2 2022 | $18,000 | +28.6% | 402 | +58.9% | 0.00% | – |
| Q1 2022 | $14,000 | -96.6% | 253 | -93.0% | 0.00% | -100.0% |
| Q4 2021 | $410,000 | -52.5% | 3,630 | -56.4% | 0.01% | -68.2% |
| Q3 2021 | $864,000 | -82.0% | 8,326 | -82.0% | 0.02% | -82.4% |
| Q2 2021 | $4,812,000 | +9335.3% | 46,156 | +8708.4% | 0.12% | +12400.0% |
| Q1 2021 | $51,000 | -63.0% | 524 | -65.5% | 0.00% | -75.0% |
| Q4 2020 | $138,000 | +119.0% | 1,518 | +92.2% | 0.00% | +300.0% |
| Q3 2020 | $63,000 | -96.2% | 790 | -96.5% | 0.00% | -98.5% |
| Q2 2020 | $1,651,000 | +27416.7% | 22,478 | +24332.6% | 0.07% | – |
| Q1 2020 | $6,000 | -99.0% | 92 | -98.9% | 0.00% | -100.0% |
| Q4 2019 | $617,000 | -87.9% | 8,021 | -88.8% | 0.05% | -85.4% |
| Q3 2019 | $5,088,000 | +2892.9% | 71,637 | +2863.9% | 0.35% | +3072.7% |
| Q2 2019 | $170,000 | -92.8% | 2,417 | -93.8% | 0.01% | -93.5% |
| Q4 2018 | $2,346,000 | +486.5% | 39,149 | +588.4% | 0.17% | +482.8% |
| Q3 2018 | $400,000 | -80.7% | 5,687 | -82.5% | 0.03% | -83.6% |
| Q1 2018 | $2,071,000 | +111.3% | 32,459 | +93.7% | 0.18% | +59.5% |
| Q2 2017 | $980,000 | -76.9% | 16,761 | -79.3% | 0.11% | -73.6% |
| Q3 2016 | $4,243,000 | +678.5% | 81,102 | +647.8% | 0.42% | +709.6% |
| Q2 2016 | $545,000 | -87.4% | 10,845 | -88.4% | 0.05% | -87.6% |
| Q3 2015 | $4,320,000 | +35.5% | 93,146 | +46.8% | 0.42% | +48.1% |
| Q2 2015 | $3,188,000 | +185.7% | 63,463 | +187.0% | 0.28% | +105.1% |
| Q1 2015 | $1,116,000 | +32.1% | 22,111 | +30.5% | 0.14% | +68.3% |
| Q4 2014 | $845,000 | -62.9% | 16,948 | -64.5% | 0.08% | -72.0% |
| Q2 2014 | $2,279,000 | -72.6% | 47,765 | -73.8% | 0.29% | -72.6% |
| Q1 2014 | $8,329,000 | +41545.0% | 182,223 | +40757.2% | 1.07% | +35500.0% |
| Q4 2013 | $20,000 | – | 446 | – | 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% |