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 | $2,279,698 | -3.4% | 45,731 | +0.2% | 0.23% | -2.6% |
Q2 2023 | $2,360,009 | +11.0% | 45,648 | +2.7% | 0.23% | +5.9% |
Q1 2023 | $2,125,983 | +17.1% | 44,430 | +9.7% | 0.22% | +7.3% |
Q4 2022 | $1,815,551 | -4.7% | 40,517 | -10.7% | 0.21% | -18.3% |
Q3 2022 | $1,905,000 | +5.2% | 45,359 | +10.7% | 0.25% | +3.7% |
Q2 2022 | $1,811,000 | -7.3% | 40,992 | +12.0% | 0.24% | +3.0% |
Q1 2022 | $1,953,000 | -34.6% | 36,589 | +38.4% | 0.24% | -33.7% |
Q4 2021 | $2,987,000 | +67.3% | 26,433 | +53.8% | 0.36% | +43.0% |
Q3 2021 | $1,785,000 | +1.8% | 17,185 | +2.2% | 0.25% | -2.0% |
Q2 2021 | $1,753,000 | +12.5% | 16,809 | +4.3% | 0.25% | +0.4% |
Q1 2021 | $1,558,000 | +7.4% | 16,111 | +1.1% | 0.25% | -5.9% |
Q4 2020 | $1,450,000 | -5.6% | 15,940 | -17.4% | 0.27% | -19.7% |
Q3 2020 | $1,536,000 | -51.7% | 19,288 | -55.4% | 0.34% | -52.3% |
Q2 2020 | $3,177,000 | +116.3% | 43,240 | +78.5% | 0.70% | +185.8% |
Q1 2020 | $1,469,000 | -30.0% | 24,219 | -12.9% | 0.25% | -2.8% |
Q4 2019 | $2,100,000 | – | 27,794 | – | 0.25% | – |
Download |
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% |