SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,536,951 | -6.0% | 50,892 | -2.5% | 0.96% | +3.6% |
| Q2 2023 | $2,698,623 | +3.5% | 52,198 | -4.2% | 0.92% | -0.4% |
| Q1 2023 | $2,606,667 | -33.1% | 54,476 | -37.4% | 0.93% | -38.0% |
| Q4 2022 | $3,897,930 | +221.1% | 86,987 | +216.7% | 1.50% | +137.3% |
| Q2 2022 | $1,214,000 | -21.0% | 27,466 | -4.6% | 0.63% | +13.9% |
| Q1 2022 | $1,537,000 | – | 28,793 | – | 0.55% | – |
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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% |