SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,972,166 | -17.6% | 39,562 | -14.6% | 2.04% | -13.3% |
| Q2 2023 | $2,394,848 | +3.7% | 46,322 | -4.0% | 2.35% | -2.5% |
| Q1 2023 | $2,309,385 | -21.4% | 48,263 | -26.4% | 2.41% | +7.4% |
| Q4 2022 | $2,936,534 | +3.8% | 65,533 | -2.7% | 2.25% | -11.8% |
| Q3 2022 | $2,828,000 | -10.2% | 67,340 | -5.5% | 2.55% | -5.5% |
| Q2 2022 | $3,148,000 | -28.3% | 71,246 | -13.4% | 2.70% | -19.4% |
| Q1 2022 | $4,393,000 | -6.9% | 82,281 | +97.0% | 3.34% | +21.9% |
| Q4 2021 | $4,719,000 | +6.6% | 41,758 | -2.0% | 2.74% | -11.4% |
| Q3 2021 | $4,425,000 | -6.7% | 42,607 | -6.4% | 3.10% | -15.9% |
| Q2 2021 | $4,745,000 | +5.9% | 45,507 | -1.8% | 3.68% | -1.0% |
| Q1 2021 | $4,480,000 | +4877.8% | 46,320 | -12.3% | 3.72% | +15400.0% |
| Q4 2020 | $90,000 | -97.9% | 52,822 | -0.8% | 0.02% | -99.4% |
| Q3 2020 | $4,240,000 | +6.7% | 53,242 | -1.6% | 4.01% | +331.5% |
| Q2 2020 | $3,975,000 | – | 54,102 | – | 0.93% | – |
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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% |