SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,219 | -8.9% | 8,309 | -5.5% | 0.51% | -16.2% |
| Q2 2023 | $454,624 | -0.5% | 8,794 | -7.9% | 0.61% | -6.6% |
| Q1 2023 | $456,716 | +3.6% | 9,545 | -3.0% | 0.66% | -3.8% |
| Q4 2022 | $440,883 | -8.7% | 9,839 | -1.5% | 0.68% | -5.7% |
| Q2 2022 | $483,000 | -10.7% | 9,987 | -1.4% | 0.72% | -1.2% |
| Q1 2022 | $541,000 | -17.2% | 10,129 | +75.4% | 0.73% | -13.2% |
| Q4 2021 | $653,000 | +8.3% | 5,776 | -0.5% | 0.84% | +0.2% |
| Q3 2021 | $603,000 | -1.8% | 5,804 | -1.5% | 0.84% | -3.3% |
| Q2 2021 | $614,000 | +5.9% | 5,893 | -1.7% | 0.87% | -4.3% |
| Q1 2021 | $580,000 | – | 5,993 | – | 0.91% | – |
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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% |