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 | $2,576,465 | -3.6% | 51,684 | -0.0% | 0.13% | -5.8% |
| Q2 2023 | $2,672,097 | -7.4% | 51,685 | -14.3% | 0.14% | -15.8% |
| Q1 2023 | $2,884,375 | +12.6% | 60,280 | +5.5% | 0.16% | +2.5% |
| Q4 2022 | $2,560,606 | +0.9% | 57,144 | -5.4% | 0.16% | -16.6% |
| Q3 2022 | $2,537,000 | +710.5% | 60,419 | +751.9% | 0.19% | +589.3% |
| Q2 2022 | $313,000 | -28.2% | 7,092 | -13.1% | 0.03% | -15.2% |
| Q1 2022 | $436,000 | -13.8% | 8,165 | +82.4% | 0.03% | -10.8% |
| Q4 2021 | $506,000 | +8.8% | 4,477 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $465,000 | -21.2% | 4,477 | -20.9% | 0.04% | +2.7% |
| Q2 2021 | $590,000 | +5.7% | 5,660 | -1.9% | 0.04% | -7.5% |
| Q1 2021 | $558,000 | +1.6% | 5,769 | -4.3% | 0.04% | -13.0% |
| Q4 2020 | $549,000 | +20.4% | 6,031 | +5.3% | 0.05% | 0.0% |
| Q3 2020 | $456,000 | +21.3% | 5,729 | +12.0% | 0.05% | -11.5% |
| Q2 2020 | $376,000 | -12.4% | 5,117 | -27.9% | 0.05% | -16.1% |
| Q1 2020 | $429,000 | -46.6% | 7,097 | -32.1% | 0.06% | -34.7% |
| Q4 2019 | $803,000 | – | 10,447 | – | 0.10% | – |
Download | ||||||
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% |