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 | $3,592,687 | -21.9% | 72,069 | -19.0% | 0.12% | -18.9% |
| Q2 2023 | $4,600,816 | +5.1% | 88,990 | -2.8% | 0.15% | 0.0% |
| Q1 2023 | $4,378,915 | +8.5% | 91,513 | +1.6% | 0.15% | -15.4% |
| Q4 2022 | $4,036,321 | +4.7% | 90,076 | -1.9% | 0.18% | -1.1% |
| Q3 2022 | $3,856,000 | -3.3% | 91,825 | +1.8% | 0.18% | -3.3% |
| Q2 2022 | $3,986,000 | -15.6% | 90,212 | +3.5% | 0.18% | -2.1% |
| Q1 2022 | $4,721,000 | -12.7% | 87,142 | +82.0% | 0.19% | -7.0% |
| Q4 2021 | $5,410,000 | -2.3% | 47,871 | -10.2% | 0.20% | -9.9% |
| Q3 2021 | $5,538,000 | +7.2% | 53,323 | +7.6% | 0.22% | +1.8% |
| Q2 2021 | $5,168,000 | +5.5% | 49,562 | -2.2% | 0.22% | -5.2% |
| Q1 2021 | $4,899,000 | +15.6% | 50,659 | +8.8% | 0.23% | +0.4% |
| Q4 2020 | $4,238,000 | +84.9% | 46,573 | +61.8% | 0.23% | +62.0% |
| Q3 2020 | $2,292,000 | -3.9% | 28,783 | -11.3% | 0.14% | -9.0% |
| Q2 2020 | $2,384,000 | +27.6% | 32,461 | +4.9% | 0.16% | +3.3% |
| Q1 2020 | $1,869,000 | -13.1% | 30,935 | +10.6% | 0.15% | -6.2% |
| Q4 2019 | $2,150,000 | +16.2% | 27,970 | +7.4% | 0.16% | +1.9% |
| Q3 2019 | $1,850,000 | +24.1% | 26,048 | +23.2% | 0.16% | +9.0% |
| Q2 2019 | $1,491,000 | +133.3% | 21,143 | +125.3% | 0.14% | +101.4% |
| Q1 2019 | $639,000 | +304.4% | 9,386 | +253.9% | 0.07% | +227.3% |
| Q4 2018 | $158,000 | -29.1% | 2,652 | -16.4% | 0.02% | -21.4% |
| Q3 2018 | $223,000 | +41.1% | 3,171 | +31.8% | 0.03% | +21.7% |
| Q2 2018 | $158,000 | +15.3% | 2,406 | +12.2% | 0.02% | +9.5% |
| Q1 2018 | $137,000 | +7.0% | 2,144 | +8.0% | 0.02% | 0.0% |
| Q4 2017 | $128,000 | +43.8% | 1,986 | +39.9% | 0.02% | +40.0% |
| Q3 2017 | $89,000 | -19.8% | 1,420 | -23.6% | 0.02% | -28.6% |
| Q2 2017 | $111,000 | -43.4% | 1,859 | -45.1% | 0.02% | +10.5% |
| Q1 2017 | $196,000 | +300.0% | 3,384 | +274.8% | 0.02% | +58.3% |
| Q4 2016 | $49,000 | – | 903 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |