SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,003 | -4.6% | 19,117 | -1.0% | 0.93% | +1.7% |
| Q2 2023 | $998,463 | +8.6% | 19,313 | +0.5% | 0.92% | +0.7% |
| Q1 2023 | $919,230 | +12.5% | 19,211 | +5.4% | 0.91% | +6.2% |
| Q4 2022 | $816,782 | -30.9% | 18,228 | -35.2% | 0.86% | -35.3% |
| Q3 2022 | $1,182,000 | -4.1% | 28,150 | +0.9% | 1.32% | -2.6% |
| Q2 2022 | $1,233,000 | -20.7% | 27,907 | -4.1% | 1.36% | -5.5% |
| Q1 2022 | $1,554,000 | -2.5% | 29,114 | +106.4% | 1.44% | +0.9% |
| Q4 2021 | $1,594,000 | – | 14,105 | – | 1.43% | – |
Download | ||||||
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% |