SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,585 | -3.8% | 16,100 | -0.1% | 0.35% | +2.7% |
| Q2 2023 | $834,429 | +108691.3% | 16,118 | +0.5% | 0.34% | -22.8% |
| Q1 2023 | $767 | -99.9% | 16,038 | -0.0% | 0.44% | +16.5% |
| Q4 2022 | $728,973 | -13.6% | 16,039 | -14.3% | 0.38% | -17.5% |
| Q3 2022 | $844,000 | +6.8% | 18,708 | +5.7% | 0.46% | +3.4% |
| Q2 2022 | $790,000 | -2.6% | 17,695 | +14.5% | 0.44% | +8.6% |
| Q1 2022 | $811,000 | -61.1% | 15,460 | -17.3% | 0.41% | -75.4% |
| Q4 2021 | $2,083,000 | +5.6% | 18,690 | +4.5% | 1.65% | +5.6% |
| Q3 2021 | $1,972,000 | – | 17,888 | – | 1.56% | – |
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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% |