SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,454,756 | -3.1% | 89,363 | +0.5% | 0.58% | -0.2% |
| Q2 2023 | $4,597,467 | +3.9% | 88,926 | -3.8% | 0.58% | -3.2% |
| Q1 2023 | $4,423,899 | +10.6% | 92,453 | +3.6% | 0.60% | +4.4% |
| Q4 2022 | $4,000,697 | +9.0% | 89,281 | +2.1% | 0.57% | +3.1% |
| Q3 2022 | $3,672,000 | -10.6% | 87,439 | -5.9% | 0.56% | +7.7% |
| Q2 2022 | $4,106,000 | -30.4% | 92,910 | -15.9% | 0.52% | -23.7% |
| Q1 2022 | $5,900,000 | -10.3% | 110,509 | +89.8% | 0.68% | -6.1% |
| Q4 2021 | $6,581,000 | +5.8% | 58,233 | -2.8% | 0.72% | -3.7% |
| Q3 2021 | $6,220,000 | +0.4% | 59,890 | +0.8% | 0.75% | +0.4% |
| Q2 2021 | $6,193,000 | +12.7% | 59,393 | +4.6% | 0.75% | +2.8% |
| Q1 2021 | $5,493,000 | +5.1% | 56,802 | -1.1% | 0.73% | -1.1% |
| Q4 2020 | $5,224,000 | +19.8% | 57,407 | +4.8% | 0.74% | +5.2% |
| Q3 2020 | $4,361,000 | -3.1% | 54,754 | -10.6% | 0.70% | -10.2% |
| Q2 2020 | $4,500,000 | +20.0% | 61,256 | -1.3% | 0.78% | -3.5% |
| Q1 2020 | $3,749,000 | -29.3% | 62,032 | -10.0% | 0.81% | -9.2% |
| Q4 2019 | $5,300,000 | +9.5% | 68,933 | +1.1% | 0.89% | -2.0% |
| Q3 2019 | $4,842,000 | +1.4% | 68,185 | +0.7% | 0.91% | -6.8% |
| Q2 2019 | $4,775,000 | -1.2% | 67,701 | -4.7% | 0.97% | +17.2% |
| Q1 2019 | $4,834,000 | +4.7% | 71,030 | -7.8% | 0.83% | -12.8% |
| Q4 2018 | $4,615,000 | -0.5% | 77,015 | +16.9% | 0.95% | +21.1% |
| Q3 2018 | $4,636,000 | +10.2% | 65,868 | +3.3% | 0.78% | +3.6% |
| Q2 2018 | $4,206,000 | +3.0% | 63,740 | -0.4% | 0.76% | +1.2% |
| Q1 2018 | $4,084,000 | +4.5% | 64,024 | +5.6% | 0.75% | +4.8% |
| Q4 2017 | $3,910,000 | – | 60,606 | – | 0.72% | – |
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% |