SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,574 | -3.6% | 4,585 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $237,057 | +8.0% | 4,585 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $219,404 | -5.5% | 4,585 | -11.5% | 0.01% | -7.7% |
| Q4 2022 | $232,262 | +6.5% | 5,183 | 0.0% | 0.01% | -18.8% |
| Q3 2022 | $218,000 | -4.8% | 5,183 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $229,000 | -17.3% | 5,183 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $277,000 | -5.5% | 5,183 | +100.0% | 0.02% | -6.2% |
| Q4 2021 | $293,000 | -99.9% | 2,592 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $269,232,000 | -0.4% | 2,592 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $270,295,000 | +7.8% | 2,592 | 0.0% | 0.02% | +13.3% |
| Q1 2021 | $250,698,000 | +106128.0% | 2,592 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $236,000 | -99.9% | 2,592 | 0.0% | 0.02% | -44.4% |
| Q3 2020 | $206,448,000 | +8.3% | 2,592 | -11.9% | 0.03% | 0.0% |
| Q2 2020 | $190,644,000 | +21.7% | 2,942 | +13.5% | 0.03% | -3.6% |
| Q1 2020 | $156,650,000 | -21.4% | 2,592 | 0.0% | 0.03% | +7.7% |
| Q4 2019 | $199,293,000 | +108211.4% | 2,592 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $184,000 | -100.0% | 2,592 | -63.9% | 0.03% | -65.4% |
| Q2 2019 | $506,464,000 | – | 7,181 | – | 0.08% | – |
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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% |