SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,704,284 | +5.7% | 202,806 | -1.0% | 4.23% | +1.4% |
| Q4 2022 | $9,180,902 | +11.7% | 204,885 | +4.7% | 4.18% | -3.8% |
| Q3 2022 | $8,218,715 | -13.2% | 195,730 | -8.6% | 4.34% | -9.9% |
| Q2 2022 | $9,466,868 | -13.9% | 214,231 | +4.0% | 4.82% | -18.2% |
| Q1 2022 | $10,997,243 | +15.8% | 205,979 | +145.2% | 5.89% | +9.6% |
| Q4 2021 | $9,493,554 | – | 84,006 | – | 5.38% | – |
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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% |