SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,421,266 | -3.2% | 1,593,205 | +0.4% | 10.22% | +0.3% |
| Q2 2023 | $82,066,218 | +8.4% | 1,587,354 | +0.3% | 10.20% | +8.5% |
| Q1 2023 | $75,702,322 | +9.2% | 1,582,076 | +2.3% | 9.40% | +5.7% |
| Q4 2022 | $69,323,171 | +7.9% | 1,547,047 | +1.1% | 8.89% | -0.9% |
| Q3 2022 | $64,236,000 | -4.6% | 1,529,800 | +0.4% | 8.97% | +19.7% |
| Q2 2022 | $67,311,000 | -16.5% | 1,523,219 | +0.8% | 7.50% | -2.7% |
| Q1 2022 | $80,642,000 | -4.6% | 1,510,430 | +101.9% | 7.71% | +1.7% |
| Q4 2021 | $84,558,000 | +10.2% | 748,238 | +1.3% | 7.58% | +4.6% |
| Q3 2021 | $76,714,000 | – | 738,628 | – | 7.24% | – |
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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% |