SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,040 | -3.2% | 4,976 | +0.4% | 0.23% | +4.6% |
| Q2 2023 | $256,266 | +8.4% | 4,957 | +0.4% | 0.22% | +6.3% |
| Q1 2023 | $236,313 | +7.2% | 4,939 | +0.4% | 0.21% | +4.0% |
| Q4 2022 | $220,455 | +7.2% | 4,920 | +0.4% | 0.20% | -3.9% |
| Q3 2022 | $205,659 | -4.3% | 4,898 | +0.4% | 0.21% | +2.5% |
| Q2 2022 | $215,000 | -17.0% | 4,877 | +0.4% | 0.20% | +4.7% |
| Q1 2022 | $259,000 | -5.5% | 4,858 | +100.6% | 0.19% | -1.5% |
| Q4 2021 | $274,000 | +9.2% | 2,422 | +0.4% | 0.20% | +0.5% |
| Q3 2021 | $251,000 | 0.0% | 2,413 | +0.3% | 0.19% | +2.6% |
| Q2 2021 | $251,000 | +8.2% | 2,406 | +0.3% | 0.19% | +5.0% |
| Q1 2021 | $232,000 | +6.4% | 2,398 | +0.3% | 0.18% | +7.8% |
| Q4 2020 | $218,000 | – | 2,391 | – | 0.17% | – |
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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% |