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 | $989,722 | -10.3% | 19,854 | -7.0% | 0.29% | -6.8% |
| Q2 2023 | $1,103,485 | +8.2% | 21,344 | +0.2% | 0.31% | +6.5% |
| Q1 2023 | $1,019,588 | +106328.8% | 21,308 | -0.3% | 0.29% | +9.8% |
| Q4 2022 | $958 | -99.9% | 21,370 | -1.1% | 0.27% | -38.6% |
| Q3 2022 | $907,000 | -6.1% | 21,609 | -1.2% | 0.43% | +6.1% |
| Q2 2022 | $966,000 | -19.0% | 21,865 | -2.2% | 0.41% | -18.1% |
| Q1 2022 | $1,193,000 | -7.2% | 22,348 | +96.3% | 0.50% | -4.6% |
| Q4 2021 | $1,286,000 | +10.4% | 11,383 | +1.5% | 0.52% | -0.4% |
| Q3 2021 | $1,165,000 | +9.9% | 11,218 | +2.3% | 0.52% | -7.6% |
| Q1 2021 | $1,060,000 | +1.6% | 10,962 | -4.4% | 0.57% | -1.9% |
| Q4 2020 | $1,043,000 | +15.9% | 11,463 | +1.4% | 0.58% | +3.4% |
| Q3 2020 | $900,000 | +3.7% | 11,301 | -4.4% | 0.56% | -1.2% |
| Q2 2020 | $868,000 | +19.4% | 11,815 | -1.8% | 0.57% | -2.9% |
| Q1 2020 | $727,000 | -0.8% | 12,031 | +26.3% | 0.58% | +39.1% |
| Q4 2019 | $733,000 | +10.9% | 9,528 | +2.4% | 0.42% | +7.4% |
| Q3 2019 | $661,000 | -3.9% | 9,309 | -4.5% | 0.39% | -0.5% |
| Q2 2019 | $688,000 | -1.0% | 9,748 | -4.6% | 0.39% | -0.3% |
| Q1 2019 | $695,000 | – | 10,215 | – | 0.39% | – |
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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% |