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 | $1,400,776 | +3.9% | 28,100 | +7.8% | 0.09% | +2.4% |
| Q2 2023 | $1,347,861 | +8.4% | 26,071 | +0.3% | 0.08% | +2.4% |
| Q1 2023 | $1,243,961 | -79.6% | 25,997 | -80.9% | 0.08% | -80.5% |
| Q4 2022 | $6,099,568 | +277.7% | 136,121 | +253.9% | 0.42% | +214.8% |
| Q3 2022 | $1,615,000 | -10.2% | 38,468 | -5.4% | 0.14% | -14.6% |
| Q2 2022 | $1,798,000 | -9.5% | 40,684 | +9.4% | 0.16% | -7.1% |
| Q1 2022 | $1,986,000 | -22.3% | 37,190 | +64.5% | 0.17% | -26.4% |
| Q4 2021 | $2,555,000 | +7.4% | 22,609 | -1.3% | 0.23% | -4.5% |
| Q3 2021 | $2,380,000 | -1.2% | 22,918 | -0.8% | 0.24% | -8.0% |
| Q2 2021 | $2,409,000 | +18.5% | 23,108 | +9.9% | 0.26% | -7.1% |
| Q1 2021 | $2,033,000 | +5.0% | 21,017 | -1.3% | 0.28% | -21.2% |
| Q4 2020 | $1,937,000 | +8.0% | 21,298 | -5.5% | 0.36% | -9.8% |
| Q3 2020 | $1,794,000 | +4.1% | 22,533 | -4.0% | 0.40% | -1.7% |
| Q2 2020 | $1,724,000 | +6.6% | 23,460 | -12.4% | 0.40% | -8.2% |
| Q1 2020 | $1,618,000 | -42.1% | 26,779 | -26.3% | 0.44% | -50.6% |
| Q4 2019 | $2,794,000 | +14.7% | 36,347 | +6.0% | 0.89% | -25.5% |
| Q3 2019 | $2,435,000 | +10.2% | 34,284 | +9.4% | 1.20% | -10.3% |
| Q2 2019 | $2,209,000 | +3.1% | 31,326 | -0.5% | 1.34% | +29.2% |
| Q1 2019 | $2,142,000 | +16.2% | 31,480 | +2.3% | 1.03% | +12.3% |
| Q4 2018 | $1,844,000 | -13.1% | 30,774 | +2.0% | 0.92% | -25.1% |
| Q3 2018 | $2,123,000 | +24.7% | 30,159 | +16.8% | 1.23% | +18.6% |
| Q2 2018 | $1,703,000 | +10.4% | 25,814 | +7.7% | 1.04% | +16.3% |
| Q1 2018 | $1,542,000 | +43.8% | 23,973 | +44.3% | 0.89% | +29.7% |
| Q4 2017 | $1,072,000 | +15.8% | 16,614 | +10.4% | 0.69% | +0.3% |
| Q3 2017 | $926,000 | +21.7% | 15,043 | +15.6% | 0.68% | +40.4% |
| Q2 2017 | $761,000 | +78.2% | 13,017 | +74.0% | 0.49% | +71.8% |
| Q1 2017 | $427,000 | – | 7,483 | – | 0.28% | – |
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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% |