SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $98,000 | -16.9% | 2,218 | +0.0% | 0.06% | -6.7% |
| Q1 2022 | $118,000 | -8.5% | 2,217 | +93.5% | 0.06% | -20.0% |
| Q4 2021 | $129,000 | -32.5% | 1,146 | -37.5% | 0.08% | -13.8% |
| Q3 2021 | $191,000 | 0.0% | 1,834 | 0.0% | 0.09% | +3.6% |
| Q2 2021 | $191,000 | +7.9% | 1,834 | +0.1% | 0.08% | +10.5% |
| Q1 2021 | $177,000 | +8.6% | 1,833 | +2.1% | 0.08% | 0.0% |
| Q4 2020 | $163,000 | +14.0% | 1,796 | +0.1% | 0.08% | -9.5% |
| Q3 2020 | $143,000 | +8.3% | 1,795 | +0.1% | 0.08% | +1.2% |
| Q2 2020 | $132,000 | +123.7% | 1,794 | +84.2% | 0.08% | +93.0% |
| Q1 2020 | $59,000 | +103.4% | 974 | +161.8% | 0.04% | +207.1% |
| Q4 2019 | $29,000 | – | 372 | – | 0.01% | – |
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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% |