SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,122,499 | +2.0% | 42,578 | +5.8% | 1.30% | +4.7% |
| Q2 2023 | $2,080,680 | +4.0% | 40,245 | -3.8% | 1.24% | -0.2% |
| Q1 2023 | $2,001,289 | +28.5% | 41,824 | +20.3% | 1.25% | +22.3% |
| Q4 2022 | $1,557,424 | +5.1% | 34,756 | -1.6% | 1.02% | -4.9% |
| Q3 2022 | $1,482,000 | -13.9% | 35,305 | -9.3% | 1.07% | -9.4% |
| Q2 2022 | $1,721,000 | -13.9% | 38,944 | +4.0% | 1.18% | -4.4% |
| Q1 2022 | $1,999,000 | +6.6% | 37,434 | +125.6% | 1.24% | +6.5% |
| Q4 2021 | $1,875,000 | +18.7% | 16,595 | +9.1% | 1.16% | -0.3% |
| Q3 2021 | $1,579,000 | +0.2% | 15,204 | +0.6% | 1.16% | +58.7% |
| Q2 2021 | $1,576,000 | -7.8% | 15,118 | -14.5% | 0.73% | -21.8% |
| Q1 2021 | $1,709,000 | – | 17,674 | – | 0.94% | – |
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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% |