SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,917,415 | -3.4% | 78,584 | +0.2% | 1.58% | -1.2% |
Q2 2023 | $4,055,509 | +8.2% | 78,443 | +0.2% | 1.60% | +13.8% |
Q1 2023 | $3,747,040 | +7.4% | 78,308 | +0.6% | 1.40% | -1.3% |
Q4 2022 | $3,489,417 | +8.3% | 77,871 | +1.5% | 1.42% | +10.7% |
Q3 2022 | $3,221,000 | -8.2% | 76,697 | -3.4% | 1.28% | -4.8% |
Q2 2022 | $3,510,000 | -17.1% | 79,434 | +0.2% | 1.35% | -9.9% |
Q1 2022 | $4,233,000 | -5.4% | 79,276 | +100.3% | 1.50% | -2.2% |
Q4 2021 | $4,473,000 | +9.0% | 39,584 | +0.2% | 1.53% | +1.8% |
Q3 2021 | $4,103,000 | -0.2% | 39,508 | +0.2% | 1.50% | -1.3% |
Q2 2021 | $4,113,000 | +8.0% | 39,445 | +0.1% | 1.52% | +7.5% |
Q1 2021 | $3,809,000 | +6.5% | 39,387 | +0.2% | 1.42% | +4.3% |
Q4 2020 | $3,577,000 | +63.6% | 39,316 | +43.1% | 1.36% | +44.5% |
Q3 2020 | $2,187,000 | +8.5% | 27,465 | +0.1% | 0.94% | -0.6% |
Q2 2020 | $2,015,000 | +21.8% | 27,426 | +0.2% | 0.94% | +6.9% |
Q1 2020 | $1,654,000 | -21.6% | 27,378 | -0.3% | 0.88% | -6.0% |
Q4 2019 | $2,111,000 | +8.5% | 27,456 | +0.2% | 0.94% | -20.0% |
Q3 2019 | $1,945,000 | -32.1% | 27,391 | -32.5% | 1.18% | -29.9% |
Q2 2019 | $2,863,000 | +2.9% | 40,594 | -0.7% | 1.68% | +1.4% |
Q1 2019 | $2,782,000 | +10.4% | 40,875 | -2.8% | 1.65% | -13.6% |
Q4 2018 | $2,520,000 | – | 42,048 | – | 1.91% | – |
Download |
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% |