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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,876,459 | -58.6% | 37,642 | -57.0% | 0.53% | -16.5% |
| Q2 2023 | $4,529,916 | +123.4% | 87,620 | +93.6% | 0.63% | +2.9% |
| Q1 2023 | $2,027,732 | 0.0% | 45,252 | 0.0% | 0.61% | 0.0% |
| Q4 2022 | $2,027,732 | +6.7% | 45,252 | -0.0% | 0.61% | -2.1% |
| Q3 2022 | $1,900,000 | -9.2% | 45,255 | -4.4% | 0.63% | -3.4% |
| Q2 2022 | $2,092,000 | -58.9% | 47,349 | -50.4% | 0.65% | -6.2% |
| Q1 2022 | $5,094,000 | +85.8% | 95,394 | +293.3% | 0.69% | -5.7% |
| Q4 2021 | $2,741,000 | +9.6% | 24,252 | +0.8% | 0.73% | +5.8% |
| Q3 2021 | $2,500,000 | – | 24,067 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |