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 | $5,127,044 | -11.2% | 102,849 | -7.9% | 2.04% | -5.9% |
| Q2 2023 | $5,772,471 | -1.8% | 111,653 | -9.1% | 2.17% | -7.3% |
| Q1 2023 | $5,877,899 | -0.7% | 122,840 | -7.0% | 2.34% | -9.5% |
| Q4 2022 | $5,916,573 | +4.9% | 132,037 | -1.7% | 2.59% | -1.8% |
| Q3 2022 | $5,638,000 | -3.4% | 134,268 | +1.6% | 2.64% | +0.4% |
| Q2 2022 | $5,839,000 | -15.3% | 132,137 | +2.3% | 2.63% | -2.4% |
| Q1 2022 | $6,893,000 | -5.4% | 129,114 | +100.2% | 2.69% | -3.4% |
| Q4 2021 | $7,287,000 | +11.0% | 64,485 | +2.1% | 2.79% | +2.2% |
| Q3 2021 | $6,563,000 | -1.3% | 63,189 | -0.9% | 2.73% | -3.0% |
| Q2 2021 | $6,649,000 | +10.3% | 63,766 | +2.3% | 2.81% | +1.1% |
| Q1 2021 | $6,026,000 | +5.6% | 62,314 | -0.6% | 2.78% | -5.4% |
| Q4 2020 | $5,706,000 | +9.7% | 62,707 | -4.0% | 2.94% | -9.4% |
| Q3 2020 | $5,203,000 | +9.5% | 65,335 | +1.0% | 3.24% | -4.1% |
| Q2 2020 | $4,751,000 | +23.7% | 64,666 | +1.7% | 3.38% | -6.4% |
| Q1 2020 | $3,841,000 | -16.4% | 63,568 | +6.4% | 3.61% | +7.0% |
| Q4 2019 | $4,592,000 | – | 59,734 | – | 3.38% | – |
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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% |