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 | $13,533,688 | +4.5% | 271,488 | +8.4% | 1.04% | +6.9% |
| Q2 2023 | $12,946,676 | +6.3% | 250,419 | -1.6% | 0.97% | +2.9% |
| Q1 2023 | $12,176,546 | +19.0% | 254,473 | +11.4% | 0.95% | +9.9% |
| Q4 2022 | $10,232,575 | +294.6% | 228,355 | +269.8% | 0.86% | +250.0% |
| Q3 2022 | $2,593,000 | -34.0% | 61,744 | -30.5% | 0.25% | -33.3% |
| Q2 2022 | $3,926,000 | +7.9% | 88,842 | +30.4% | 0.37% | +20.2% |
| Q1 2022 | $3,639,000 | +116.1% | 68,150 | +357.4% | 0.31% | +104.7% |
| Q4 2021 | $1,684,000 | +26.6% | 14,901 | +16.4% | 0.15% | +16.3% |
| Q3 2021 | $1,330,000 | -1.2% | 12,806 | -0.8% | 0.13% | -3.7% |
| Q2 2021 | $1,346,000 | -5.9% | 12,912 | -12.7% | 0.13% | -22.5% |
| Q1 2021 | $1,430,000 | +7.8% | 14,786 | +1.4% | 0.17% | -10.8% |
| Q4 2020 | $1,326,000 | +12.3% | 14,578 | -1.7% | 0.19% | -8.5% |
| Q3 2020 | $1,181,000 | +11.4% | 14,833 | +2.8% | 0.21% | -6.6% |
| Q2 2020 | $1,060,000 | +315.7% | 14,430 | +242.6% | 0.23% | +219.7% |
| Q1 2020 | $255,000 | +880.8% | 4,212 | +1138.8% | 0.07% | +914.3% |
| Q4 2019 | $26,000 | -78.0% | 340 | -79.8% | 0.01% | -85.1% |
| Q2 2019 | $118,000 | +3.5% | 1,680 | 0.0% | 0.05% | -13.0% |
| Q1 2019 | $114,000 | +12.9% | 1,680 | 0.0% | 0.05% | +5.9% |
| Q4 2018 | $101,000 | – | 1,680 | – | 0.05% | – |
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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% |