SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,382 | +8.5% | 16,918 | +12.5% | 0.22% | +11.4% |
| Q2 2023 | $777,162 | +5.3% | 15,032 | -2.6% | 0.20% | +6.3% |
| Q1 2023 | $738,171 | +6.5% | 15,427 | -0.3% | 0.19% | -5.0% |
| Q4 2022 | $693,179 | -1.5% | 15,469 | -7.7% | 0.20% | -19.4% |
| Q3 2022 | $704,000 | +7.3% | 16,755 | +12.8% | 0.25% | +7.9% |
| Q2 2022 | $656,000 | +14.5% | 14,849 | +38.3% | 0.23% | +35.5% |
| Q1 2022 | $573,000 | +20.4% | 10,733 | +154.7% | 0.17% | +3.7% |
| Q4 2021 | $476,000 | – | 4,214 | – | 0.16% | – |
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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% |