SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,503 | +40.4% | 9,699 | +45.6% | 0.46% | +42.9% |
| Q2 2023 | $344,369 | +109571.7% | 6,661 | +1.6% | 0.32% | +2.5% |
| Q1 2023 | $314 | +6.8% | 6,559 | +0.0% | 0.32% | +1.0% |
| Q4 2022 | $294 | -99.9% | 6,557 | +1.4% | 0.31% | -1.3% |
| Q3 2022 | $272,000 | -4.9% | 6,467 | +0.0% | 0.32% | +2.3% |
| Q2 2022 | $286,000 | -16.6% | 6,465 | +0.5% | 0.31% | -7.7% |
| Q1 2022 | $343,000 | -8.5% | 6,430 | +94.0% | 0.34% | -7.7% |
| Q4 2021 | $375,000 | – | 3,315 | – | 0.36% | – |
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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% |