SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552,861 | -3.1% | 11,090 | +0.5% | 0.04% | 0.0% |
| Q2 2023 | $570,320 | +8.4% | 11,031 | +0.4% | 0.04% | 0.0% |
| Q1 2023 | $525,915 | +82.0% | 10,991 | +70.4% | 0.04% | +72.7% |
| Q4 2022 | $288,978 | +7.0% | 6,449 | +0.5% | 0.02% | -4.3% |
| Q3 2022 | $270,000 | -20.4% | 6,420 | -16.3% | 0.02% | -17.9% |
| Q2 2022 | $339,000 | -14.0% | 7,667 | +0.4% | 0.03% | -3.4% |
| Q1 2022 | $394,000 | +9.7% | 7,637 | +140.5% | 0.03% | +16.0% |
| Q4 2021 | $359,000 | -7.0% | 3,175 | -14.6% | 0.02% | -13.8% |
| Q3 2021 | $386,000 | 0.0% | 3,716 | +0.3% | 0.03% | -3.3% |
| Q2 2021 | $386,000 | +8.1% | 3,704 | +0.3% | 0.03% | -3.2% |
| Q1 2021 | $357,000 | +6.6% | 3,693 | +0.3% | 0.03% | -6.1% |
| Q4 2020 | $335,000 | +9.8% | 3,682 | -3.9% | 0.03% | -17.5% |
| Q3 2020 | $305,000 | +8.9% | 3,833 | +0.6% | 0.04% | 0.0% |
| Q2 2020 | $280,000 | -8.8% | 3,810 | -25.0% | 0.04% | -24.5% |
| Q1 2020 | $307,000 | -21.3% | 5,078 | +0.2% | 0.05% | +3.9% |
| Q4 2019 | $390,000 | +457.1% | 5,070 | +295.2% | 0.05% | +264.3% |
| Q4 2016 | $70,000 | +4.5% | 1,283 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $67,000 | +3.1% | 1,283 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $65,000 | +3.2% | 1,283 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $63,000 | 0.0% | 1,283 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $63,000 | +5.0% | 1,283 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $60,000 | -68.9% | 1,283 | -69.7% | 0.02% | -75.4% |
| Q1 2014 | $193,000 | +2.1% | 4,229 | +0.5% | 0.06% | -5.8% |
| Q4 2013 | $189,000 | +9.9% | 4,209 | +0.5% | 0.07% | -1.4% |
| Q3 2013 | $172,000 | +6.2% | 4,190 | +0.9% | 0.07% | -7.9% |
| Q2 2013 | $162,000 | +2.5% | 4,152 | 0.0% | 0.08% | -5.0% |
| Q1 2013 | $158,000 | +12.1% | 4,152 | +1.1% | 0.08% | -13.0% |
| Q4 2012 | $141,000 | – | 4,105 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |