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 | $1,746 | -4.6% | 35,035 | -1.0% | 0.42% | -4.8% |
| Q2 2023 | $1,830 | +8.0% | 35,400 | 0.0% | 0.44% | +0.7% |
| Q1 2023 | $1,694 | +6.5% | 35,400 | -0.2% | 0.44% | +1.6% |
| Q4 2022 | $1,590 | -99.9% | 35,481 | 0.0% | 0.43% | -4.0% |
| Q3 2022 | $1,490,000 | -5.0% | 35,481 | 0.0% | 0.45% | +1.4% |
| Q2 2022 | $1,568,000 | -17.2% | 35,481 | 0.0% | 0.44% | -21.2% |
| Q1 2022 | $1,894,000 | -6.0% | 35,481 | +99.1% | 0.56% | +3.7% |
| Q4 2021 | $2,014,000 | +6.8% | 17,819 | -1.8% | 0.54% | +1.7% |
| Q3 2021 | $1,885,000 | -7.4% | 18,145 | -7.1% | 0.53% | -2.9% |
| Q2 2021 | $2,036,000 | +118.9% | 19,523 | +103.1% | 0.55% | +95.4% |
| Q1 2021 | $930,000 | +6.3% | 9,613 | 0.0% | 0.28% | -3.1% |
| Q4 2020 | $875,000 | +14.2% | 9,613 | 0.0% | 0.29% | -6.1% |
| Q3 2020 | $766,000 | +5.9% | 9,613 | -2.3% | 0.31% | -2.2% |
| Q2 2020 | $723,000 | +21.5% | 9,840 | -0.0% | 0.32% | +21.5% |
| Q1 2020 | $595,000 | – | 9,843 | – | 0.26% | – |
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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% |