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 | $3,743,923 | -2.9% | 75,104 | +0.7% | 2.47% | -1.2% |
| Q2 2023 | $3,856,085 | +6.4% | 74,586 | -1.5% | 2.50% | +6.5% |
| Q1 2023 | $3,622,713 | +5.6% | 75,710 | -1.1% | 2.35% | +1.8% |
| Q4 2022 | $3,430,150 | -7.4% | 76,549 | -13.2% | 2.31% | -14.5% |
| Q3 2022 | $3,704,000 | +46.1% | 88,213 | +53.7% | 2.70% | +52.5% |
| Q2 2022 | $2,536,000 | -24.8% | 57,391 | -9.1% | 1.77% | -15.2% |
| Q1 2022 | $3,373,000 | -8.7% | 63,168 | +93.3% | 2.09% | -3.5% |
| Q4 2021 | $3,694,000 | +9.6% | 32,685 | +0.7% | 2.16% | +5.6% |
| Q3 2021 | $3,371,000 | -2.6% | 32,453 | -2.3% | 2.05% | -6.4% |
| Q2 2021 | $3,462,000 | +5.3% | 33,205 | -2.3% | 2.19% | +2.7% |
| Q1 2021 | $3,287,000 | +0.9% | 33,991 | -5.1% | 2.13% | -16.7% |
| Q4 2020 | $3,257,000 | +10.6% | 35,800 | -3.2% | 2.56% | +2.9% |
| Q3 2020 | $2,946,000 | -0.5% | 36,992 | -8.2% | 2.49% | -3.0% |
| Q2 2020 | $2,960,000 | +21.4% | 40,293 | -0.2% | 2.57% | +2.6% |
| Q1 2020 | $2,439,000 | -20.1% | 40,367 | +1.7% | 2.50% | -3.5% |
| Q4 2019 | $3,051,000 | – | 39,682 | – | 2.59% | – |
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% |