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 2023 | $20,800 | -2.2% | 372,024 | -12.8% | 0.34% | -11.5% |
| Q3 2023 | $21,264 | -6.4% | 426,569 | -2.9% | 0.38% | -2.8% |
| Q2 2023 | $22,719 | +6.5% | 439,441 | -1.4% | 0.39% | -4.6% |
| Q1 2023 | $21,327 | +7.0% | 445,709 | +0.2% | 0.41% | +2.7% |
| Q4 2022 | $19,925 | -99.9% | 444,663 | -0.9% | 0.40% | -1.0% |
| Q3 2022 | $18,842,000 | -4.8% | 448,718 | +0.2% | 0.40% | +1.0% |
| Q2 2022 | $19,791,000 | -12.0% | 447,865 | +6.3% | 0.40% | +2.0% |
| Q1 2022 | $22,497,000 | -10.8% | 421,364 | +88.9% | 0.39% | -8.2% |
| Q4 2021 | $25,215,000 | +8.6% | 223,085 | -0.2% | 0.43% | -3.4% |
| Q3 2021 | $23,220,000 | -1.8% | 223,569 | -1.4% | 0.44% | -1.8% |
| Q2 2021 | $23,635,000 | +5.5% | 226,671 | -2.1% | 0.45% | +0.2% |
| Q1 2021 | $22,395,000 | +3.3% | 231,571 | -2.9% | 0.45% | -2.8% |
| Q4 2020 | $21,689,000 | +13.3% | 238,369 | -0.8% | 0.46% | +3.1% |
| Q3 2020 | $19,140,000 | +7.1% | 240,335 | -1.2% | 0.45% | -3.9% |
| Q2 2020 | $17,869,000 | +23.2% | 243,220 | +1.3% | 0.47% | +5.7% |
| Q1 2020 | $14,508,000 | -13.3% | 240,082 | +1.9% | 0.44% | +0.7% |
| Q3 2019 | $16,726,000 | +0.1% | 235,508 | -0.6% | 0.44% | -29.5% |
| Q2 2019 | $16,710,000 | +4.5% | 236,927 | +0.8% | 0.62% | +1.8% |
| Q1 2019 | $15,989,000 | +17.6% | 234,955 | +3.6% | 0.61% | +5.5% |
| Q4 2018 | $13,591,000 | -1.3% | 226,785 | +16.0% | 0.58% | +12.2% |
| Q3 2018 | $13,766,000 | +8.0% | 195,565 | +1.2% | 0.52% | -0.4% |
| Q2 2018 | $12,751,000 | +1.9% | 193,220 | -1.5% | 0.52% | +0.4% |
| Q1 2018 | $12,511,000 | +0.8% | 196,130 | +1.9% | 0.52% | +4.7% |
| Q4 2017 | $12,417,000 | +7.6% | 192,444 | +1.6% | 0.49% | +2.3% |
| Q3 2017 | $11,535,000 | +4.9% | 189,376 | +0.7% | 0.48% | -2.2% |
| Q2 2017 | $10,994,000 | +6.7% | 188,062 | +4.1% | 0.49% | +5.3% |
| Q1 2017 | $10,304,000 | +3.5% | 180,582 | -1.8% | 0.47% | -0.2% |
| Q4 2016 | $9,960,000 | +2.4% | 183,834 | -1.1% | 0.47% | +0.2% |
| Q3 2016 | $9,724,000 | -2.4% | 185,849 | -6.2% | 0.47% | -4.7% |
| Q2 2016 | $9,961,000 | +5.2% | 198,031 | +3.0% | 0.49% | +3.6% |
| Q1 2016 | $9,473,000 | +4.0% | 192,232 | +3.5% | 0.48% | +1.1% |
| Q4 2015 | $9,108,000 | +15.2% | 185,733 | +9.0% | 0.47% | +8.5% |
| Q3 2015 | $7,903,000 | -5.8% | 170,397 | +2.0% | 0.43% | +3.1% |
| Q2 2015 | $8,387,000 | +6.7% | 166,975 | +7.2% | 0.42% | +7.4% |
| Q1 2015 | $7,864,000 | +13.2% | 155,787 | +11.7% | 0.39% | +16.7% |
| Q4 2014 | $6,949,000 | +11.7% | 139,492 | +6.6% | 0.34% | +11.3% |
| Q3 2014 | $6,220,000 | -7.3% | 130,806 | -7.0% | 0.30% | -6.8% |
| Q2 2014 | $6,713,000 | +14.4% | 140,684 | +9.6% | 0.32% | +10.6% |
| Q1 2014 | $5,866,000 | +84.9% | 128,330 | +82.1% | 0.29% | +83.6% |
| Q4 2013 | $3,172,000 | +13.5% | 70,475 | +3.6% | 0.16% | +5.3% |
| Q3 2013 | $2,795,000 | +3.0% | 68,029 | -2.4% | 0.15% | +1.3% |
| Q2 2013 | $2,713,000 | – | 69,729 | – | 0.15% | – |
Download | ||||||
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% |