SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,031 | -16.6% | 23,176 | -9.5% | 0.06% | -20.3% |
| Q2 2023 | $1,348,301 | +16.3% | 25,604 | +5.6% | 0.07% | -1.4% |
| Q1 2023 | $1,159,732 | -0.6% | 24,237 | -0.3% | 0.07% | -5.4% |
| Q4 2022 | $1,167,072 | -72.1% | 24,299 | -74.1% | 0.07% | -76.7% |
| Q3 2022 | $4,183,000 | -7.8% | 93,720 | -8.7% | 0.32% | -19.9% |
| Q2 2022 | $4,535,000 | -12.7% | 102,615 | +5.5% | 0.40% | -12.0% |
| Q1 2022 | $5,194,000 | -5.9% | 97,286 | +99.3% | 0.45% | -12.3% |
| Q4 2021 | $5,517,000 | +5.2% | 48,822 | -3.3% | 0.51% | -14.5% |
| Q3 2021 | $5,246,000 | -3.0% | 50,510 | -2.6% | 0.60% | -19.1% |
| Q2 2021 | $5,406,000 | -11.5% | 51,842 | -17.9% | 0.74% | -31.2% |
| Q1 2021 | $6,108,000 | +10.6% | 63,161 | +4.1% | 1.08% | -16.4% |
| Q4 2020 | $5,521,000 | – | 60,677 | – | 1.29% | – |
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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% |