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 | $11,095,084 | -7.5% | 222,569 | -4.0% | 3.73% | -5.5% |
| Q2 2023 | $11,989,375 | +3.6% | 231,914 | -4.1% | 3.95% | -3.0% |
| Q1 2023 | $11,577,513 | +0.9% | 241,954 | -5.5% | 4.07% | -0.2% |
| Q4 2022 | $11,473,228 | -1.4% | 256,042 | -7.4% | 4.08% | -10.4% |
| Q3 2022 | $11,637,000 | -4.8% | 276,640 | +0.0% | 4.56% | -8.5% |
| Q2 2022 | $12,221,000 | -33.5% | 276,545 | -17.8% | 4.98% | -16.7% |
| Q1 2022 | $18,371,000 | -12.1% | 336,416 | +71.8% | 5.98% | -18.5% |
| Q4 2021 | $20,901,000 | – | 195,801 | – | 7.33% | – |
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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% |