SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,418 | -3.6% | 5,425 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $280,453 | +15.4% | 5,425 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $243,078 | +6.7% | 5,425 | 0.0% | 0.07% | -6.8% |
| Q3 2022 | $227,780 | -5.0% | 5,425 | 0.0% | 0.07% | -5.1% |
| Q2 2022 | $239,714 | -17.2% | 5,425 | 0.0% | 0.08% | -9.3% |
| Q1 2022 | $289,621 | -5.5% | 5,425 | +100.0% | 0.09% | -6.5% |
| Q4 2021 | $306,554 | +8.8% | 2,713 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $281,734 | -0.4% | 2,713 | 0.0% | 0.09% | -8.9% |
| Q2 2021 | $282,846 | +7.8% | 2,713 | 0.0% | 0.10% | -8.2% |
| Q1 2021 | $262,338 | +6.3% | 2,713 | 0.0% | 0.11% | -16.7% |
| Q4 2020 | $246,822 | – | 2,713 | – | 0.13% | – |
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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% |