SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -3.2% | 4,187 | 0.0% | 0.18% | +7.3% |
| Q2 2023 | $216 | +6.9% | 4,187 | -0.9% | 0.16% | -5.7% |
| Q1 2023 | $202 | -6.5% | 4,223 | -12.2% | 0.18% | -19.0% |
| Q4 2022 | $216 | -99.9% | 4,812 | -4.2% | 0.22% | +2.9% |
| Q3 2022 | $211,000 | -5.0% | 5,021 | +0.2% | 0.21% | -1.9% |
| Q2 2022 | $222,000 | -16.5% | 5,013 | +0.5% | 0.21% | +8.1% |
| Q1 2022 | $266,000 | -75.5% | 4,986 | -72.2% | 0.20% | -83.5% |
| Q1 2020 | $1,085,000 | -22.5% | 17,949 | -1.4% | 1.20% | -12.3% |
| Q4 2019 | $1,400,000 | – | 18,211 | – | 1.37% | – |
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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% |