SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,157,901 | -0.5% | 43,288 | +3.2% | 0.56% | +4.3% |
| Q2 2023 | $2,167,983 | +14.5% | 41,934 | +6.0% | 0.53% | +14.9% |
| Q1 2023 | $1,892,660 | +14.6% | 39,554 | +7.4% | 0.46% | +6.9% |
| Q4 2022 | $1,650,927 | +170.2% | 36,843 | +153.1% | 0.43% | +164.0% |
| Q3 2022 | $611,000 | -0.7% | 14,556 | +4.5% | 0.16% | -4.1% |
| Q2 2022 | $615,000 | -18.7% | 13,924 | -1.6% | 0.17% | -13.6% |
| Q1 2022 | $756,000 | +23.3% | 14,155 | +160.8% | 0.20% | +41.4% |
| Q4 2021 | $613,000 | +7.7% | 5,427 | -0.9% | 0.14% | -8.5% |
| Q3 2021 | $569,000 | +11.8% | 5,476 | +12.2% | 0.15% | +7.0% |
| Q2 2021 | $509,000 | +12.1% | 4,880 | +4.1% | 0.14% | +1.4% |
| Q1 2021 | $454,000 | +76.7% | 4,690 | +66.1% | 0.14% | +51.6% |
| Q4 2020 | $257,000 | +28.5% | 2,824 | +12.4% | 0.09% | +17.7% |
| Q3 2020 | $200,000 | – | 2,513 | – | 0.08% | – |
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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% |