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 | $455,348 | -3.5% | 9,134 | +0.1% | 0.21% | -3.2% |
| Q2 2023 | $471,833 | +2.3% | 9,126 | -5.3% | 0.22% | -10.7% |
| Q1 2023 | $461,339 | +7.0% | 9,641 | +0.2% | 0.24% | -6.2% |
| Q4 2022 | $431,044 | -4.6% | 9,619 | -0.5% | 0.26% | -24.3% |
| Q3 2022 | $452,000 | 0.0% | 9,666 | +2.9% | 0.34% | -14.5% |
| Q2 2022 | $452,000 | +1.3% | 9,391 | +3.5% | 0.40% | -9.5% |
| Q1 2022 | $446,000 | -13.4% | 9,073 | +96.1% | 0.44% | -6.8% |
| Q4 2021 | $515,000 | – | 4,626 | – | 0.47% | – |
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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% |