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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,651,840 | +7.7% | 47,635 | -3.6% | 0.88% | -3.7% |
| Q3 2023 | $2,462,939 | -10.3% | 49,407 | -7.0% | 0.91% | -7.9% |
| Q2 2023 | $2,745,373 | -1.6% | 53,102 | -8.9% | 0.99% | -5.1% |
| Q1 2023 | $2,790,181 | +3.6% | 58,311 | -3.0% | 1.04% | -4.7% |
| Q4 2022 | $2,693,798 | +1.3% | 60,116 | -5.1% | 1.09% | -10.2% |
| Q3 2022 | $2,660,000 | -16.0% | 63,354 | -11.6% | 1.22% | -11.2% |
| Q2 2022 | $3,168,000 | -22.5% | 71,693 | -6.4% | 1.37% | -13.2% |
| Q1 2022 | $4,089,000 | -9.8% | 76,592 | +91.0% | 1.58% | -5.6% |
| Q4 2021 | $4,532,000 | +3.2% | 40,099 | -5.2% | 1.67% | -5.5% |
| Q3 2021 | $4,392,000 | -7.1% | 42,289 | -6.7% | 1.77% | -9.8% |
| Q2 2021 | $4,726,000 | +6.5% | 45,325 | -1.2% | 1.96% | -0.4% |
| Q1 2021 | $4,437,000 | +13.2% | 45,875 | +6.5% | 1.97% | +3.5% |
| Q4 2020 | $3,920,000 | +12.5% | 43,077 | -1.5% | 1.90% | -2.1% |
| Q3 2020 | $3,483,000 | +7.7% | 43,735 | -0.6% | 1.94% | -0.5% |
| Q2 2020 | $3,234,000 | +18.9% | 44,019 | -2.2% | 1.95% | +1.4% |
| Q1 2020 | $2,721,000 | -19.4% | 45,031 | +2.6% | 1.93% | +1.7% |
| Q4 2019 | $3,374,000 | +9.7% | 43,892 | +1.3% | 1.89% | -2.3% |
| Q3 2019 | $3,077,000 | +4.8% | 43,330 | +4.1% | 1.94% | +3.5% |
| Q2 2019 | $2,937,000 | +1.3% | 41,641 | -2.2% | 1.87% | -1.0% |
| Q1 2019 | $2,899,000 | -5.3% | 42,598 | -16.6% | 1.89% | -9.8% |
| Q4 2018 | $3,061,000 | -26.2% | 51,085 | -13.3% | 2.10% | -15.3% |
| Q3 2018 | $4,147,000 | +27.9% | 58,914 | +19.9% | 2.47% | +17.0% |
| Q2 2018 | $3,243,000 | +5.7% | 49,156 | +2.2% | 2.11% | +0.5% |
| Q1 2018 | $3,068,000 | +6.3% | 48,104 | +7.5% | 2.10% | +19.0% |
| Q4 2017 | $2,886,000 | +7.4% | 44,732 | +1.4% | 1.77% | +1.3% |
| Q3 2017 | $2,686,000 | +5.9% | 44,112 | +1.7% | 1.74% | +1.6% |
| Q2 2017 | $2,536,000 | +0.4% | 43,390 | -2.1% | 1.72% | -3.0% |
| Q1 2017 | $2,527,000 | +11.9% | 44,303 | +6.2% | 1.77% | +2.4% |
| Q4 2016 | $2,259,000 | +9.0% | 41,704 | +5.3% | 1.73% | +3.8% |
| Q3 2016 | $2,072,000 | +65.9% | 39,619 | +59.5% | 1.66% | +60.2% |
| Q2 2016 | $1,249,000 | +30.6% | 24,837 | +28.0% | 1.04% | +23.3% |
| Q1 2016 | $956,000 | +32.2% | 19,403 | +31.6% | 0.84% | +27.0% |
| Q4 2015 | $723,000 | – | 14,745 | – | 0.66% | – |
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% |