SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,492 | -3.6% | 270,644 | 0.0% | 4.24% | +0.9% |
| Q2 2023 | $13,992 | +8.0% | 270,644 | 0.0% | 4.20% | -0.2% |
| Q1 2023 | $12,950 | -46.6% | 270,644 | -50.0% | 4.21% | +1.3% |
| Q4 2022 | $24,256 | -99.8% | 541,288 | +100.0% | 4.16% | -1.4% |
| Q3 2022 | $11,364,000 | -5.0% | 270,644 | 0.0% | 4.21% | +0.6% |
| Q2 2022 | $11,960,000 | -17.2% | 270,644 | 0.0% | 4.19% | -11.8% |
| Q1 2022 | $14,450,000 | -5.5% | 270,644 | +100.0% | 4.75% | -7.2% |
| Q4 2021 | $15,293,000 | +8.8% | 135,322 | 0.0% | 5.12% | -0.8% |
| Q3 2021 | $14,054,000 | -0.4% | 135,322 | 0.0% | 5.15% | -3.8% |
| Q2 2021 | $14,110,000 | +7.8% | 135,322 | 0.0% | 5.36% | -6.4% |
| Q1 2021 | $13,087,000 | +6.3% | 135,322 | 0.0% | 5.73% | -23.0% |
| Q4 2020 | $12,313,000 | – | 135,322 | – | 7.44% | – |
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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% |