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 | $332,695 | -4.9% | 6,674 | -1.4% | 0.22% | -8.9% |
| Q2 2023 | $349,841 | +84607.3% | 6,767 | -21.5% | 0.24% | -38.8% |
| Q1 2023 | $413 | +7.0% | 8,625 | +0.1% | 0.39% | +6.3% |
| Q4 2022 | $386 | -99.9% | 8,618 | -2.1% | 0.36% | +12.7% |
| Q3 2022 | $370,000 | -4.1% | 8,807 | +0.8% | 0.32% | +0.3% |
| Q2 2022 | $386,000 | -18.4% | 8,738 | -1.4% | 0.32% | -1.8% |
| Q1 2022 | $473,000 | -43.1% | 8,866 | +16.3% | 0.33% | +7.5% |
| Q4 2021 | $831,000 | +140.2% | 7,624 | +128.7% | 0.30% | +9.3% |
| Q3 2021 | $346,000 | -54.0% | 3,333 | -53.8% | 0.28% | -53.9% |
| Q2 2021 | $752,000 | +2.9% | 7,214 | -4.5% | 0.60% | -10.5% |
| Q1 2021 | $731,000 | +0.7% | 7,554 | -5.3% | 0.68% | -11.5% |
| Q4 2020 | $726,000 | +22.6% | 7,978 | -0.9% | 0.76% | -14.4% |
| Q3 2020 | $592,000 | 0.0% | 8,052 | 0.0% | 0.89% | 0.0% |
| Q2 2020 | $592,000 | +44.7% | 8,052 | +19.0% | 0.89% | +1.6% |
| Q1 2020 | $409,000 | – | 6,765 | – | 0.88% | – |
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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% |