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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,577,029 | -6.7% | 51,696 | -3.2% | 0.39% | -1.7% |
| Q2 2023 | $2,760,889 | +7.0% | 53,402 | -1.0% | 0.40% | +0.5% |
| Q1 2023 | $2,580,823 | +6.4% | 53,936 | -0.3% | 0.40% | +1.0% |
| Q4 2022 | $2,425,213 | +5.0% | 54,122 | -1.6% | 0.40% | -7.1% |
| Q3 2022 | $2,310,000 | -6.5% | 55,005 | -1.6% | 0.42% | +12.1% |
| Q2 2022 | $2,470,000 | -17.5% | 55,888 | -0.4% | 0.38% | -6.2% |
| Q1 2022 | $2,995,000 | -6.9% | 56,100 | +97.0% | 0.40% | -4.0% |
| Q4 2021 | $3,218,000 | – | 28,474 | – | 0.42% | – |
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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% |