SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,643,394 | +0.5% | 173,388 | +4.3% | 0.84% | +7.3% |
| Q2 2023 | $8,597,035 | +12.6% | 166,287 | +4.2% | 0.78% | -14.4% |
| Q1 2023 | $7,636,033 | +17.5% | 159,583 | +10.1% | 0.92% | -35.0% |
| Q4 2022 | $6,497,190 | -6.6% | 144,994 | -12.5% | 1.41% | -25.8% |
| Q3 2022 | $6,957,000 | +2.3% | 165,683 | +7.7% | 1.90% | +2.2% |
| Q2 2022 | $6,800,000 | -18.4% | 153,882 | -1.4% | 1.86% | -7.0% |
| Q1 2022 | $8,335,000 | -37.1% | 156,114 | +33.1% | 2.00% | -44.2% |
| Q4 2021 | $13,252,000 | +4.2% | 117,265 | -4.3% | 3.58% | -44.9% |
| Q3 2021 | $12,722,000 | -1.1% | 122,487 | -0.8% | 6.50% | -2.2% |
| Q2 2021 | $12,870,000 | +5.5% | 123,429 | -2.2% | 6.65% | -1.1% |
| Q1 2021 | $12,204,000 | +3.9% | 126,195 | -2.3% | 6.72% | -0.8% |
| Q4 2020 | $11,750,000 | +11.4% | 129,137 | -2.5% | 6.77% | -2.1% |
| Q3 2020 | $10,546,000 | +8.9% | 132,421 | +0.5% | 6.91% | -1.4% |
| Q2 2020 | $9,682,000 | +21.2% | 131,776 | -0.3% | 7.01% | +37.3% |
| Q1 2020 | $7,988,000 | -22.5% | 132,194 | -1.5% | 5.10% | +12.0% |
| Q4 2019 | $10,313,000 | +7.3% | 134,142 | -0.9% | 4.56% | -4.5% |
| Q3 2019 | $9,609,000 | +0.2% | 135,294 | -0.5% | 4.78% | -5.9% |
| Q2 2019 | $9,594,000 | +36.8% | 136,029 | +32.0% | 5.07% | +28.7% |
| Q1 2019 | $7,015,000 | – | 103,079 | – | 3.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |