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 | $1,250,698 | -3.2% | 25,089 | +0.4% | 0.50% | -15.5% |
| Q2 2023 | $1,292,174 | +8.4% | 24,994 | +0.4% | 0.59% | -1.0% |
| Q1 2023 | $1,191,567 | +7.2% | 24,902 | +0.4% | 0.59% | -0.3% |
| Q4 2022 | $1,111,605 | +2.4% | 24,807 | -4.1% | 0.59% | -16.7% |
| Q3 2022 | $1,086,000 | -22.5% | 25,873 | -18.4% | 0.71% | -27.6% |
| Q2 2022 | $1,401,000 | -2.4% | 31,699 | +18.0% | 0.98% | -0.7% |
| Q1 2022 | $1,435,000 | +4.3% | 26,870 | +120.7% | 0.99% | -11.4% |
| Q4 2021 | $1,376,000 | – | 12,177 | – | 1.12% | – |
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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% |