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 | $3,267,147 | -4.0% | 65,540 | -0.4% | 3.74% | -0.5% |
| Q2 2023 | $3,402,595 | +7.4% | 65,814 | -0.6% | 3.76% | +2.5% |
| Q1 2023 | $3,167,557 | +4.9% | 66,198 | -1.8% | 3.66% | -1.2% |
| Q4 2022 | $3,019,847 | +5.3% | 67,392 | -1.4% | 3.71% | -4.3% |
| Q3 2022 | $2,869,000 | 0.0% | 68,316 | +5.2% | 3.87% | +4.4% |
| Q2 2022 | $2,869,000 | -14.2% | 64,924 | +3.6% | 3.71% | -0.9% |
| Q1 2022 | $3,345,000 | -3.5% | 62,647 | +104.3% | 3.74% | -1.7% |
| Q4 2021 | $3,466,000 | – | 30,667 | – | 3.81% | – |
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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% |