SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,489,530 | +6.3% | 55,557 | -0.3% | 2.05% | +3.9% |
| Q3 2022 | $2,341,000 | -1.2% | 55,750 | +3.4% | 1.97% | +3.7% |
| Q2 2022 | $2,370,000 | -18.4% | 53,905 | -0.9% | 1.90% | +9.8% |
| Q1 2022 | $2,904,000 | -7.0% | 54,383 | +96.8% | 1.73% | +3.8% |
| Q4 2021 | $3,123,000 | +11.2% | 27,636 | +2.2% | 1.67% | -0.2% |
| Q3 2021 | $2,809,000 | -3.1% | 27,046 | -2.7% | 1.67% | -3.0% |
| Q2 2021 | $2,899,000 | +1.0% | 27,800 | -6.0% | 1.72% | -6.8% |
| Q1 2021 | $2,871,000 | +7.8% | 29,584 | +1.1% | 1.85% | -2.2% |
| Q4 2020 | $2,663,000 | +4.1% | 29,274 | -8.9% | 1.89% | -26.2% |
| Q3 2020 | $2,559,000 | +27.6% | 32,132 | -3.2% | 2.56% | +8.7% |
| Q1 2020 | $2,005,000 | -19.0% | 33,196 | +3.1% | 2.36% | +1.8% |
| Q4 2019 | $2,475,000 | – | 32,192 | – | 2.32% | – |
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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% |