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 | $25,623 | -55.5% | 514 | -53.9% | 0.02% | -52.9% |
| Q2 2023 | $57,594 | +8.0% | 1,114 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $53,305 | +6.8% | 1,114 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $49,918 | +13.4% | 1,114 | +5.4% | 0.04% | +8.8% |
| Q3 2022 | $44,000 | -6.4% | 1,057 | 0.0% | 0.03% | +6.2% |
| Q2 2022 | $47,000 | -4.1% | 1,057 | +14.9% | 0.03% | +23.1% |
| Q1 2022 | $49,000 | +6.5% | 920 | +124.9% | 0.03% | +52.9% |
| Q4 2021 | $46,000 | +48.4% | 409 | +36.3% | 0.02% | +41.7% |
| Q3 2021 | $31,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +6.9% | 300 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $29,000 | +7.4% | 300 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $22,000 | +22.2% | 300 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $18,000 | – | 300 | – | 0.02% | – |
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% |