SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,613 | -3.0% | 5,749 | +0.6% | 0.09% | +1.1% |
| Q2 2023 | $295,348 | +14.7% | 5,713 | +6.2% | 0.09% | +3.6% |
| Q1 2023 | $257,409 | +7.7% | 5,380 | +0.9% | 0.08% | -2.3% |
| Q4 2022 | $238,999 | +7.2% | 5,334 | +0.3% | 0.09% | -4.4% |
| Q3 2022 | $223,000 | -3.9% | 5,320 | +1.4% | 0.09% | -1.1% |
| Q2 2022 | $232,000 | -15.9% | 5,244 | +1.6% | 0.09% | +4.6% |
| Q1 2022 | $276,000 | -1.4% | 5,161 | +108.0% | 0.09% | -7.4% |
| Q4 2021 | $280,000 | +9.4% | 2,481 | +0.5% | 0.09% | -23.6% |
| Q3 2021 | $256,000 | -0.4% | 2,469 | +0.1% | 0.12% | +23.0% |
| Q2 2021 | $257,000 | +8.0% | 2,466 | +0.1% | 0.10% | -1.0% |
| Q1 2021 | $238,000 | +8.2% | 2,463 | +2.1% | 0.10% | 0.0% |
| Q4 2020 | $220,000 | – | 2,412 | – | 0.10% | – |
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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% |