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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,061,317 | +22.9% | 162,768 | +10.0% | 4.36% | +11.9% |
| Q3 2023 | $7,374,505 | -6.3% | 147,934 | -2.8% | 3.90% | -2.9% |
| Q2 2023 | $7,866,178 | +4.4% | 152,150 | -3.4% | 4.01% | +1.9% |
| Q1 2023 | $7,533,600 | +17.0% | 157,442 | +9.5% | 3.94% | +8.8% |
| Q4 2022 | $6,441,303 | +47.5% | 143,747 | +38.3% | 3.62% | +40.7% |
| Q3 2022 | $4,366,000 | -23.7% | 103,975 | -19.7% | 2.57% | -18.7% |
| Q2 2022 | $5,723,000 | +25.9% | 129,516 | +52.1% | 3.16% | +41.3% |
| Q1 2022 | $4,545,000 | -3.6% | 85,133 | +104.0% | 2.24% | +4.4% |
| Q4 2021 | $4,715,000 | +13.6% | 41,725 | +4.5% | 2.14% | +7.1% |
| Q3 2021 | $4,149,000 | -7.1% | 39,947 | -6.7% | 2.00% | -9.4% |
| Q2 2021 | $4,465,000 | +3.1% | 42,819 | -4.4% | 2.21% | -4.4% |
| Q1 2021 | $4,330,000 | – | 44,773 | – | 2.31% | – |
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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% |