SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,760 | -2.1% | 10,005 | +1.6% | 0.09% | -3.3% |
| Q2 2023 | $509,257 | +2.8% | 9,850 | -4.8% | 0.09% | -3.2% |
| Q1 2023 | $495,258 | -35.7% | 10,350 | -39.8% | 0.10% | -40.3% |
| Q4 2022 | $770,384 | +6.7% | 17,192 | 0.0% | 0.16% | -5.9% |
| Q3 2022 | $722,000 | -5.0% | 17,192 | 0.0% | 0.17% | -4.5% |
| Q2 2022 | $760,000 | -17.2% | 17,192 | 0.0% | 0.18% | -9.2% |
| Q1 2022 | $918,000 | -5.5% | 17,192 | +100.0% | 0.20% | -4.4% |
| Q4 2021 | $971,000 | +6.9% | 8,596 | -1.6% | 0.20% | -8.1% |
| Q3 2021 | $908,000 | +1.8% | 8,740 | +2.2% | 0.22% | -3.9% |
| Q2 2021 | $892,000 | +7.9% | 8,554 | 0.0% | 0.23% | -5.3% |
| Q1 2021 | $827,000 | +6.3% | 8,554 | 0.0% | 0.24% | -6.5% |
| Q4 2020 | $778,000 | +100.0% | 8,554 | +75.2% | 0.26% | +87.8% |
| Q3 2020 | $389,000 | +8.4% | 4,883 | 0.0% | 0.14% | -2.8% |
| Q2 2020 | $359,000 | +21.7% | 4,883 | 0.0% | 0.14% | +4.4% |
| Q1 2020 | $295,000 | -21.3% | 4,883 | 0.0% | 0.14% | -18.0% |
| Q4 2019 | $375,000 | +8.1% | 4,883 | 0.0% | 0.17% | -6.7% |
| Q3 2019 | $347,000 | +0.9% | 4,883 | 0.0% | 0.18% | -6.8% |
| Q2 2019 | $344,000 | – | 4,883 | – | 0.19% | – |
Download | ||||||
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% |