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 | $238,050 | -3.6% | 4,775 | +0.0% | 0.40% | -3.6% |
| Q2 2023 | $246,818 | +2.6% | 4,774 | -5.5% | 0.41% | -4.4% |
| Q1 2023 | $240,666 | +6.3% | 5,053 | +0.0% | 0.43% | -0.5% |
| Q4 2022 | $226,371 | +3.8% | 5,052 | -2.7% | 0.43% | -3.6% |
| Q3 2022 | $218,000 | -4.8% | 5,194 | +0.0% | 0.45% | +7.9% |
| Q2 2022 | $229,000 | -19.4% | 5,193 | -2.3% | 0.42% | -1.9% |
| Q1 2022 | $284,000 | – | 5,313 | – | 0.42% | – |
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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% |