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 | $1,154,576 | -6.3% | 23,161 | -2.9% | 1.14% | -3.5% |
| Q2 2023 | $1,232,631 | +10.4% | 23,842 | +2.2% | 1.18% | -1.6% |
| Q1 2023 | $1,116,771 | +3.3% | 23,339 | -3.3% | 1.20% | -12.7% |
| Q4 2022 | $1,081,355 | +0.8% | 24,132 | -5.6% | 1.38% | -5.6% |
| Q3 2022 | $1,073,000 | -6.4% | 25,564 | -1.4% | 1.46% | -2.3% |
| Q2 2022 | $1,146,000 | -20.6% | 25,935 | -4.1% | 1.50% | -18.1% |
| Q1 2022 | $1,444,000 | -7.0% | 27,044 | +97.0% | 1.83% | +23.0% |
| Q4 2021 | $1,552,000 | – | 13,731 | – | 1.48% | – |
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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% |