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 | 1,372,248 | $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% |