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 | $2,316,483 | -9.1% | 46,469 | -5.7% | 0.57% | -5.5% |
| Q2 2023 | $2,547,823 | +5.9% | 49,281 | -2.0% | 0.60% | -0.2% |
| Q1 2023 | $2,406,242 | +5.9% | 50,287 | -0.8% | 0.60% | +2.2% |
| Q4 2022 | $2,272,408 | +1.8% | 50,712 | -4.7% | 0.59% | -5.7% |
| Q3 2022 | $2,233,000 | -2.7% | 53,186 | +2.4% | 0.63% | +1.0% |
| Q2 2022 | $2,295,000 | -20.1% | 51,929 | -3.5% | 0.62% | -12.0% |
| Q1 2022 | $2,873,000 | -8.3% | 53,812 | +94.0% | 0.71% | -5.6% |
| Q4 2021 | $3,134,000 | +6.1% | 27,732 | -2.5% | 0.75% | -0.9% |
| Q3 2021 | $2,955,000 | +0.4% | 28,452 | +0.8% | 0.76% | -3.3% |
| Q2 2021 | $2,944,000 | +6.6% | 28,231 | -1.2% | 0.78% | +3.6% |
| Q1 2021 | $2,762,000 | -7.7% | 28,563 | -13.1% | 0.76% | -7.9% |
| Q4 2020 | $2,992,000 | +11.5% | 32,878 | -2.4% | 0.82% | +1.2% |
| Q3 2020 | $2,683,000 | -6.8% | 33,687 | -14.0% | 0.81% | -20.2% |
| Q2 2020 | $2,879,000 | +12.4% | 39,181 | -7.6% | 1.02% | -6.0% |
| Q1 2020 | $2,562,000 | -37.1% | 42,411 | -19.9% | 1.08% | -51.5% |
| Q4 2019 | $4,072,000 | +7.5% | 52,962 | -0.7% | 2.23% | +0.5% |
| Q3 2019 | $3,789,000 | -1.5% | 53,351 | -2.1% | 2.22% | -4.6% |
| Q2 2019 | $3,846,000 | -6.6% | 54,522 | -9.9% | 2.33% | -8.0% |
| Q1 2019 | $4,118,000 | +2.3% | 60,514 | -9.9% | 2.53% | -14.7% |
| Q4 2018 | $4,025,000 | – | 67,166 | – | 2.96% | – |
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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% |