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 | $48,676,390 | -3.6% | 976,457 | -0.0% | 6.55% | +1.9% |
| Q2 2023 | $50,497,674 | +7.1% | 976,744 | -0.9% | 6.43% | +4.2% |
| Q1 2023 | $47,141,636 | +5.6% | 985,196 | -1.2% | 6.17% | +4.8% |
| Q4 2022 | $44,661,850 | +8.0% | 996,694 | +1.2% | 5.89% | -0.1% |
| Q3 2022 | $41,342,000 | +3.7% | 984,567 | +9.1% | 5.89% | +8.3% |
| Q2 2022 | $39,885,000 | -19.9% | 902,591 | -3.2% | 5.44% | -2.1% |
| Q1 2022 | $49,799,000 | -5.8% | 932,745 | +99.4% | 5.55% | +4.2% |
| Q4 2021 | $52,867,000 | +9.8% | 467,811 | +0.9% | 5.33% | -0.8% |
| Q3 2021 | $48,137,000 | +1.3% | 463,483 | +1.7% | 5.37% | +2.1% |
| Q2 2021 | $47,516,000 | +9.5% | 455,703 | +5.1% | 5.26% | +3.7% |
| Q1 2021 | $43,413,000 | +14.4% | 433,477 | +3.9% | 5.07% | +3.1% |
| Q4 2020 | $37,952,000 | +22.9% | 417,105 | +7.6% | 4.92% | +5.5% |
| Q3 2020 | $30,871,000 | +6.7% | 387,638 | -1.6% | 4.66% | +1.0% |
| Q2 2020 | $28,930,000 | +21.9% | 393,761 | +0.3% | 4.62% | +5.1% |
| Q1 2020 | $23,731,000 | -23.3% | 392,701 | -0.7% | 4.39% | -2.3% |
| Q4 2019 | $30,938,000 | +10.8% | 395,326 | +0.6% | 4.50% | +0.7% |
| Q3 2019 | $27,918,000 | +25.8% | 393,106 | +25.0% | 4.47% | +19.6% |
| Q2 2019 | $22,187,000 | +9.6% | 314,577 | +5.7% | 3.74% | +3.7% |
| Q1 2019 | $20,252,000 | +15.9% | 297,600 | +2.1% | 3.60% | +4.0% |
| Q4 2018 | $17,469,000 | -15.6% | 291,485 | -0.9% | 3.46% | +1.4% |
| Q3 2018 | $20,702,000 | – | 294,105 | – | 3.42% | – |
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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% |