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 | 1,372,248 | $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% |