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 | $770,563 | -3.2% | 15,458 | +0.4% | 0.40% | -0.5% |
Q2 2023 | $796,151 | +8.5% | 15,399 | +0.4% | 0.40% | +8.7% |
Q1 2023 | $734,021 | +7.2% | 15,340 | +0.4% | 0.37% | -1.1% |
Q4 2022 | $684,729 | +7.2% | 15,281 | +0.5% | 0.37% | +18.4% |
Q3 2022 | $639,000 | -4.5% | 15,211 | +0.4% | 0.32% | +19.8% |
Q2 2022 | $669,000 | -16.9% | 15,145 | +0.4% | 0.26% | +19.5% |
Q1 2022 | $805,000 | -5.3% | 15,086 | +100.6% | 0.22% | +45.7% |
Q4 2021 | $850,000 | +9.3% | 7,521 | +0.4% | 0.15% | +88.8% |
Q3 2021 | $778,000 | -0.1% | 7,493 | +0.3% | 0.08% | -1.2% |
Q2 2021 | $779,000 | +8.2% | 7,470 | +0.3% | 0.08% | +1.2% |
Q1 2021 | $720,000 | +6.5% | 7,447 | +0.3% | 0.08% | -25.2% |
Q4 2020 | $676,000 | +14.8% | 7,425 | +0.4% | 0.11% | +27.4% |
Q3 2020 | $589,000 | +9.1% | 7,395 | +0.6% | 0.08% | -7.7% |
Q2 2020 | $540,000 | +22.2% | 7,349 | +0.4% | 0.09% | -30.5% |
Q1 2020 | $442,000 | -20.9% | 7,319 | +0.6% | 0.13% | -4.4% |
Q4 2019 | $559,000 | – | 7,278 | – | 0.14% | – |
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% |