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 | $28,830 | -3.2% | 578 | +0.3% | 0.02% | +9.1% |
| Q2 2023 | $29,788 | +8.4% | 576 | +0.3% | 0.02% | +4.8% |
| Q1 2023 | $27,468 | +7.2% | 574 | +0.3% | 0.02% | +10.5% |
| Q4 2022 | $25,624 | +6.8% | 572 | +0.5% | 0.02% | -5.0% |
| Q3 2022 | $24,000 | -4.0% | 569 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 567 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 565 | +101.1% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 281 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $29,000 | 0.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 280 | +0.4% | 0.02% | -4.5% |
| Q1 2021 | $27,000 | +8.0% | 279 | +0.4% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 278 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 277 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 275 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 274 | +0.7% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 272 | – | 0.02% | – |
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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% |