SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,227 | +8.0% | 604 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $28,901 | -96.3% | 604 | -93.8% | 0.02% | -97.0% |
| Q4 2020 | $772,000 | 0.0% | 9,690 | 0.0% | 0.61% | +0.7% |
| Q3 2020 | $772,000 | +7.7% | 9,690 | -0.7% | 0.60% | +1.9% |
| Q2 2020 | $717,000 | +21.5% | 9,757 | 0.0% | 0.59% | -0.8% |
| Q1 2020 | $590,000 | -21.3% | 9,757 | 0.0% | 0.60% | +12.6% |
| Q4 2019 | $750,000 | -9.4% | 9,757 | -16.3% | 0.53% | -17.5% |
| Q3 2019 | $828,000 | +0.7% | 11,657 | 0.0% | 0.64% | +0.2% |
| Q2 2019 | $822,000 | +3.7% | 11,657 | 0.0% | 0.64% | -1.4% |
| Q1 2019 | $793,000 | -2.3% | 11,657 | +1.1% | 0.65% | +0.6% |
| Q4 2018 | $812,000 | 0.0% | 11,532 | 0.0% | 0.65% | +0.3% |
| Q3 2018 | $812,000 | +3.4% | 11,532 | -3.0% | 0.65% | -7.6% |
| Q2 2018 | $785,000 | +100.8% | 11,890 | +94.1% | 0.70% | +94.7% |
| Q1 2018 | $391,000 | +0.5% | 6,127 | +1.7% | 0.36% | +3.2% |
| Q4 2017 | $389,000 | +3.2% | 6,027 | -2.5% | 0.35% | -3.1% |
| Q3 2017 | $377,000 | +3.3% | 6,182 | -1.1% | 0.36% | -1.9% |
| Q2 2017 | $365,000 | +3.4% | 6,252 | +1.1% | 0.37% | -3.4% |
| Q1 2017 | $353,000 | 0.0% | 6,182 | -5.2% | 0.38% | -8.9% |
| Q4 2016 | $353,000 | – | 6,522 | – | 0.42% | – |
Download | ||||||
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% |