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 | $304,833 | -15.6% | 6,115 | -12.5% | 0.01% | -16.7% |
| Q2 2023 | $361,383 | +8.0% | 6,990 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $334,472 | +13.7% | 6,990 | +6.5% | 0.01% | +9.1% |
| Q4 2022 | $294,178 | +19.6% | 6,565 | +11.9% | 0.01% | -8.3% |
| Q3 2022 | $246,000 | -5.0% | 5,866 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $259,000 | -17.3% | 5,866 | 0.0% | 0.02% | -28.6% |
| Q1 2022 | $313,000 | -5.4% | 5,866 | +100.0% | 0.02% | -34.4% |
| Q4 2021 | $331,000 | +8.5% | 2,933 | -0.3% | 0.03% | -8.6% |
| Q3 2021 | $305,000 | -10.3% | 2,941 | -9.8% | 0.04% | -18.6% |
| Q2 2021 | $340,000 | +5.3% | 3,261 | -2.4% | 0.04% | -6.5% |
| Q1 2021 | $323,000 | +11.0% | 3,340 | +4.3% | 0.05% | -23.3% |
| Q4 2020 | $291,000 | +14.1% | 3,201 | 0.0% | 0.06% | -15.5% |
| Q3 2020 | $255,000 | +8.5% | 3,201 | 0.0% | 0.07% | -20.2% |
| Q2 2020 | $235,000 | -19.2% | 3,201 | -33.5% | 0.09% | -22.6% |
| Q1 2020 | $291,000 | -79.9% | 4,815 | -74.4% | 0.12% | -71.0% |
| Q4 2019 | $1,447,000 | +497.9% | 18,821 | +452.1% | 0.40% | +336.3% |
| Q3 2019 | $242,000 | -91.1% | 3,409 | -92.4% | 0.09% | -88.9% |
| Q4 2018 | $2,705,000 | – | 45,143 | – | 0.82% | – |
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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% |