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 | $3,563,093 | -35.6% | 71,476 | -33.2% | 0.69% | -29.0% |
| Q2 2023 | $5,534,023 | -7.6% | 107,041 | -14.5% | 0.97% | -17.8% |
| Q1 2023 | $5,989,692 | +3.0% | 125,176 | -3.5% | 1.18% | -4.6% |
| Q4 2022 | $5,813,191 | -85.7% | 129,730 | -85.9% | 1.24% | -69.4% |
| Q2 2022 | $40,581,000 | -26.6% | 918,327 | -11.3% | 4.05% | -15.5% |
| Q1 2022 | $55,274,000 | -13.9% | 1,035,282 | +82.2% | 4.80% | -7.8% |
| Q4 2021 | $64,218,000 | +11.4% | 568,165 | +2.4% | 5.20% | +2.4% |
| Q3 2021 | $57,641,000 | -37.5% | 554,983 | -37.3% | 5.08% | +13.9% |
| Q2 2021 | $92,262,000 | +135.8% | 884,828 | +118.7% | 4.46% | +12.0% |
| Q1 2021 | $39,129,000 | +17.1% | 404,606 | +10.2% | 3.98% | +4.1% |
| Q4 2020 | $33,421,000 | +8.8% | 367,302 | +1.3% | 3.82% | +1.1% |
| Q3 2020 | $30,723,000 | +22.5% | 362,636 | +6.3% | 3.78% | -15.4% |
| Q2 2020 | $25,073,000 | +35.5% | 341,262 | +11.4% | 4.47% | +12.4% |
| Q1 2020 | $18,509,000 | -19.0% | 306,283 | +3.0% | 3.98% | -8.7% |
| Q4 2019 | $22,855,000 | +22.9% | 297,279 | +13.5% | 4.36% | +20.9% |
| Q3 2019 | $18,595,000 | -99.9% | 261,832 | +30.7% | 3.60% | +9.8% |
| Q2 2019 | $14,192,189,000 | +103146.0% | 200,355 | -0.8% | 3.28% | -15.6% |
| Q1 2019 | $13,746,000 | +12.2% | 201,996 | -1.0% | 3.89% | +7.6% |
| Q4 2018 | $12,249,000 | -48.3% | 203,972 | -41.7% | 3.62% | -42.2% |
| Q3 2018 | $23,685,000 | +29.2% | 349,961 | +26.0% | 6.25% | -24.2% |
| Q2 2018 | $18,333,000 | +21.5% | 277,817 | +17.2% | 8.25% | +42.2% |
| Q1 2018 | $15,092,000 | +14.4% | 237,099 | +17.0% | 5.80% | +11.4% |
| Q4 2017 | $13,187,000 | +26.8% | 202,714 | +18.7% | 5.21% | +3.2% |
| Q3 2017 | $10,403,000 | +582.2% | 170,790 | +554.9% | 5.04% | +491.4% |
| Q2 2017 | $1,525,000 | +202.6% | 26,078 | +195.2% | 0.85% | +126.3% |
| Q1 2017 | $504,000 | – | 8,834 | – | 0.38% | – |
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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% |