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 | $1,833,051 | -4.3% | 36,771 | -0.7% | 0.09% | -4.1% |
| Q2 2023 | $1,915,061 | +9.8% | 37,041 | +1.6% | 0.10% | -11.7% |
| Q1 2023 | $1,744,247 | +9.9% | 36,452 | +2.9% | 0.11% | -0.9% |
| Q4 2022 | $1,587,371 | +9.3% | 35,424 | +2.5% | 0.11% | +0.9% |
| Q3 2022 | $1,452,000 | -7.5% | 34,574 | -2.6% | 0.11% | -5.9% |
| Q2 2022 | $1,569,000 | -15.6% | 35,514 | +1.9% | 0.12% | -1.7% |
| Q1 2022 | $1,860,000 | +23.0% | 34,835 | +160.4% | 0.12% | +36.4% |
| Q4 2021 | $1,512,000 | +267.0% | 13,380 | +237.5% | 0.09% | +214.3% |
| Q3 2021 | $412,000 | +73.8% | 3,964 | +74.4% | 0.03% | +47.4% |
| Q2 2021 | $237,000 | +8.7% | 2,273 | +0.7% | 0.02% | -13.6% |
| Q1 2021 | $218,000 | -75.4% | 2,257 | -76.8% | 0.02% | -87.8% |
| Q4 2020 | $885,000 | +2428.6% | 9,721 | +2171.3% | 0.18% | +2162.5% |
| Q3 2020 | $35,000 | -99.9% | 428 | -19.4% | 0.01% | -20.0% |
| Q1 2020 | $34,786,000 | +27.6% | 531 | +52.6% | 0.01% | +42.9% |
| Q4 2019 | $27,255,000 | -33.7% | 348 | -41.0% | 0.01% | -41.7% |
| Q3 2019 | $41,082,000 | +12.2% | 590 | +11.3% | 0.01% | -7.7% |
| Q1 2019 | $36,618,000 | – | 530 | – | 0.01% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | -99.5% | 92 | -99.5% | 0.00% | -99.4% |
| Q3 2017 | $1,239,000 | +13.4% | 19,837 | +8.4% | 0.35% | +9.1% |
| Q2 2017 | $1,093,000 | +26.5% | 18,301 | +20.9% | 0.32% | +6.0% |
| Q1 2017 | $864,000 | +287.4% | 15,135 | +254.4% | 0.30% | +221.5% |
| Q3 2016 | $223,000 | +669.0% | 4,271 | +638.9% | 0.09% | +615.4% |
| Q2 2016 | $29,000 | – | 578 | – | 0.01% | – |
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% |