SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,796 | -3.2% | 5,874 | +0.4% | 0.05% | -2.1% |
| Q2 2023 | $302,515 | +8.4% | 5,851 | +0.4% | 0.05% | 0.0% |
| Q1 2023 | $278,966 | +6.8% | 5,830 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $261,242 | +6.6% | 5,830 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $245,000 | -5.0% | 5,830 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $258,000 | -17.3% | 5,830 | 0.0% | 0.05% | -10.7% |
| Q1 2022 | $312,000 | -5.5% | 5,830 | +100.0% | 0.06% | -1.8% |
| Q4 2021 | $330,000 | +8.9% | 2,915 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $303,000 | -0.3% | 2,915 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $304,000 | +7.4% | 2,915 | -0.3% | 0.06% | -7.9% |
| Q1 2021 | $283,000 | +6.4% | 2,924 | -0.1% | 0.06% | +3.3% |
| Q4 2020 | $266,000 | +14.2% | 2,927 | 0.0% | 0.06% | +10.9% |
| Q3 2020 | $233,000 | +9.4% | 2,927 | +0.8% | 0.06% | -5.2% |
| Q2 2020 | $213,000 | -5.3% | 2,903 | -0.9% | 0.06% | +11.5% |
| Q4 2019 | $225,000 | +9.2% | 2,929 | +1.0% | 0.05% | 0.0% |
| Q3 2019 | $206,000 | +0.5% | 2,900 | -0.0% | 0.05% | +33.3% |
| Q2 2019 | $205,000 | – | 2,901 | – | 0.04% | – |
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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% |