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 | $689,353 | -1.2% | 13,634 | -0.0% | 0.66% | -4.6% |
| Q2 2023 | $697,813 | +5.8% | 13,637 | -0.5% | 0.70% | -2.5% |
| Q1 2023 | $659,316 | +7.9% | 13,710 | +2.0% | 0.72% | -8.1% |
| Q4 2022 | $610,941 | +165.6% | 13,442 | +151.3% | 0.78% | +139.4% |
| Q3 2022 | $230,000 | -13.2% | 5,349 | -2.6% | 0.32% | -6.9% |
| Q2 2022 | $265,000 | -64.5% | 5,492 | -60.6% | 0.35% | -63.6% |
| Q1 2022 | $747,000 | -9.1% | 13,954 | +88.5% | 0.96% | -12.0% |
| Q4 2021 | $822,000 | +22.1% | 7,401 | +14.1% | 1.09% | +5.5% |
| Q3 2021 | $673,000 | +11.8% | 6,488 | +12.3% | 1.03% | +8.2% |
| Q2 2021 | $602,000 | +11.9% | 5,775 | +5.1% | 0.95% | -0.8% |
| Q1 2021 | $538,000 | -3.1% | 5,497 | -9.8% | 0.96% | -11.4% |
| Q4 2020 | $555,000 | -27.5% | 6,095 | -36.7% | 1.09% | -45.0% |
| Q3 2020 | $766,000 | -8.5% | 9,624 | -15.5% | 1.98% | -26.9% |
| Q2 2020 | $837,000 | +6.8% | 11,386 | -12.2% | 2.70% | -24.0% |
| Q1 2020 | $784,000 | -65.4% | 12,966 | -56.1% | 3.56% | -49.0% |
| Q4 2019 | $2,268,000 | – | 29,506 | – | 6.97% | – |
Download | ||||||
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% |