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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $15,503 | -57.0% | 324 | -59.7% | 0.00% | -63.6% |
| Q4 2022 | $36,027 | -32.0% | 804 | -32.5% | 0.01% | -26.7% |
| Q2 2022 | $53,000 | -15.9% | 1,191 | +0.3% | 0.02% | -6.2% |
| Q1 2022 | $63,000 | -6.0% | 1,188 | +100.3% | 0.02% | 0.0% |
| Q4 2021 | $67,000 | +294.1% | 593 | +266.0% | 0.02% | +128.6% |
| Q3 2021 | $17,000 | 0.0% | 162 | 0.0% | 0.01% | +40.0% |
| Q2 2021 | $17,000 | +6.2% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 162 | 0.0% | 0.01% | -58.3% |
| Q4 2020 | $15,000 | – | 162 | – | 0.01% | – |
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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% |