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 | $4,465,445 | -4.8% | 89,578 | -1.3% | 1.91% | +2.9% |
Q2 2023 | $4,691,189 | +7.9% | 90,739 | -0.1% | 1.86% | +1.8% |
Q1 2023 | $4,345,870 | +6.0% | 90,823 | -0.8% | 1.83% | -1.7% |
Q4 2022 | $4,100,644 | +19.2% | 91,512 | +11.7% | 1.86% | +7.8% |
Q3 2022 | $3,440,000 | -5.0% | 81,922 | -0.0% | 1.72% | +0.3% |
Q2 2022 | $3,621,000 | +8.1% | 81,937 | +30.6% | 1.72% | +19.5% |
Q1 2022 | $3,350,000 | +7.4% | 62,743 | +127.3% | 1.44% | -11.4% |
Q4 2021 | $3,119,000 | +8.6% | 27,601 | -0.2% | 1.62% | +0.1% |
Q3 2021 | $2,873,000 | -5.4% | 27,659 | -5.0% | 1.62% | -2.6% |
Q2 2021 | $3,037,000 | +8.1% | 29,128 | +0.3% | 1.66% | -6.2% |
Q1 2021 | $2,810,000 | +5.9% | 29,055 | -0.3% | 1.78% | -0.2% |
Q4 2020 | $2,653,000 | +18.8% | 29,157 | +4.0% | 1.78% | +1.1% |
Q3 2020 | $2,234,000 | +6.2% | 28,047 | -2.0% | 1.76% | -3.2% |
Q2 2020 | $2,103,000 | -35.6% | 28,629 | -47.0% | 1.82% | -44.2% |
Q1 2020 | $3,263,000 | +42.8% | 54,003 | +81.7% | 3.26% | +61.3% |
Q4 2019 | $2,285,000 | – | 29,717 | – | 2.02% | – |
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% |