SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,679 | -7.4% | 18,810 | -4.0% | 0.42% | -26.1% |
| Q2 2023 | $1,013,061 | +1.7% | 19,595 | -5.9% | 0.57% | -11.2% |
| Q1 2023 | $995,950 | +98606.6% | 20,814 | -7.6% | 0.64% | +6.1% |
| Q4 2022 | $1,009 | -99.9% | 22,526 | -8.1% | 0.61% | -10.1% |
| Q3 2022 | $1,030,000 | -6.2% | 24,518 | -1.3% | 0.67% | -6.0% |
| Q2 2022 | $1,098,000 | -17.8% | 24,837 | -0.7% | 0.72% | -8.4% |
| Q1 2022 | $1,336,000 | -12.5% | 25,022 | +85.3% | 0.78% | -11.2% |
| Q4 2021 | $1,526,000 | – | 13,506 | – | 0.88% | – |
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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% |