SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,730 | -5.7% | 7,337 | -2.1% | 0.08% | -7.7% |
| Q2 2023 | $387,658 | +9.3% | 7,498 | +1.1% | 0.09% | +1.1% |
| Q1 2023 | $354,800 | -3.9% | 7,415 | -10.0% | 0.09% | -15.1% |
| Q4 2022 | $369,037 | +12.5% | 8,236 | +5.5% | 0.11% | -3.6% |
| Q3 2022 | $328,000 | -7.6% | 7,808 | -2.7% | 0.11% | -6.0% |
| Q2 2022 | $355,000 | -7.6% | 8,025 | +11.7% | 0.12% | +5.4% |
| Q1 2022 | $384,000 | -3.5% | 7,187 | +104.2% | 0.11% | -3.5% |
| Q4 2021 | $398,000 | – | 3,519 | – | 0.12% | – |
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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% |