SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 1,241,990 | $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% |