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 | $465,051 | +11.2% | 9,329 | -0.0% | 0.10% | +3.0% |
| Q2 2023 | $418,186 | 0.0% | 9,332 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $418,186 | 0.0% | 9,332 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $418,186 | +171.5% | 9,332 | +164.5% | 0.10% | +152.5% |
| Q3 2022 | $154,000 | -6.1% | 3,528 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $164,000 | -13.2% | 3,528 | 0.0% | 0.04% | -4.7% |
| Q1 2022 | $189,000 | -5.0% | 3,528 | +100.0% | 0.04% | -10.4% |
| Q4 2021 | $199,000 | +8.7% | 1,764 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $183,000 | -0.5% | 1,764 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $184,000 | +7.6% | 1,764 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $171,000 | +6.2% | 1,764 | 0.0% | 0.05% | -3.9% |
| Q4 2020 | $161,000 | +15.0% | 1,764 | 0.0% | 0.05% | +88.9% |
| Q3 2020 | $140,000 | +2.9% | 1,764 | -4.6% | 0.03% | -47.1% |
| Q2 2020 | $136,000 | +21.4% | 1,849 | 0.0% | 0.05% | -5.6% |
| Q1 2020 | $112,000 | -21.1% | 1,849 | 0.0% | 0.05% | -5.3% |
| Q4 2019 | $142,000 | +8.4% | 1,849 | 0.0% | 0.06% | +26.7% |
| Q3 2019 | $131,000 | -10.3% | 1,849 | -10.8% | 0.04% | -22.4% |
| Q2 2019 | $146,000 | +3.5% | 2,073 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $141,000 | +10.2% | 2,073 | -3.0% | 0.06% | -6.3% |
| Q4 2018 | $128,000 | – | 2,137 | – | 0.06% | – |
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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% |