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 | $725,733 | -5.3% | 14,558 | -1.8% | 0.23% | +2.7% |
| Q2 2023 | $766,167 | +10.1% | 14,819 | +1.9% | 0.23% | +6.1% |
| Q1 2023 | $695,787 | +8.2% | 14,541 | +1.3% | 0.21% | +3.9% |
| Q4 2022 | $643,301 | +6.9% | 14,356 | +0.1% | 0.20% | -3.8% |
| Q3 2022 | $602,000 | -5.0% | 14,346 | +0.1% | 0.21% | -4.5% |
| Q2 2022 | $634,000 | -17.1% | 14,336 | +0.1% | 0.22% | -4.7% |
| Q1 2022 | $765,000 | -9.6% | 14,327 | +91.3% | 0.23% | -8.9% |
| Q4 2021 | $846,000 | – | 7,490 | – | 0.26% | – |
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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% |