SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,163 | -48.4% | 2,250 | -50.5% | 0.02% | -45.7% |
| Q1 2023 | $217,392 | +115.6% | 4,543 | +101.9% | 0.05% | +119.0% |
| Q4 2022 | $100,823 | +21.5% | 2,250 | +100.0% | 0.02% | -58.0% |
| Q2 2020 | $83,000 | +22.1% | 1,125 | 0.0% | 0.05% | +11.1% |
| Q1 2020 | $68,000 | -20.9% | 1,125 | 0.0% | 0.04% | +28.6% |
| Q4 2019 | $86,000 | -19.6% | 1,125 | -25.0% | 0.04% | -23.9% |
| Q3 2019 | $107,000 | +0.9% | 1,500 | 0.0% | 0.05% | -19.3% |
| Q2 2019 | $106,000 | – | 1,500 | – | 0.06% | – |
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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% |