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 | $1,609,424 | -3.5% | 32,285 | +0.1% | 0.26% | -22.8% |
| Q2 2023 | $1,668,002 | +8.0% | 32,263 | -0.0% | 0.33% | -0.9% |
| Q1 2023 | $1,544,492 | +6.7% | 32,278 | -0.1% | 0.34% | -3.7% |
| Q4 2022 | $1,447,124 | +181.0% | 32,295 | +163.3% | 0.35% | +146.5% |
| Q3 2022 | $515,000 | -9.6% | 12,266 | -4.8% | 0.14% | +20.3% |
| Q2 2022 | $570,000 | -17.5% | 12,889 | -0.4% | 0.12% | -29.8% |
| Q1 2022 | $691,000 | +8.1% | 12,940 | +128.9% | 0.17% | +19.1% |
| Q4 2021 | $639,000 | +9.0% | 5,652 | +0.1% | 0.14% | -12.4% |
| Q3 2021 | $586,000 | -4.1% | 5,645 | -3.7% | 0.16% | -17.0% |
| Q2 2021 | $611,000 | +88.0% | 5,862 | +76.8% | 0.19% | +17.6% |
| Q1 2021 | $325,000 | – | 3,316 | – | 0.16% | – |
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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% |