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 | $2,924,251 | -5.2% | 58,661 | -1.6% | 0.05% | -1.9% |
| Q2 2023 | $3,083,440 | +8.1% | 59,641 | +0.1% | 0.05% | +1.9% |
| Q1 2023 | $2,851,668 | +115.0% | 59,596 | +101.4% | 0.05% | +103.8% |
| Q4 2022 | $1,326,062 | +6.0% | 29,593 | -0.7% | 0.03% | -3.7% |
| Q3 2022 | $1,251,000 | -5.0% | 29,798 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $1,317,000 | -17.2% | 29,798 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $1,591,000 | -11.8% | 29,798 | +86.8% | 0.03% | -3.3% |
| Q4 2021 | $1,803,000 | +83.2% | 15,954 | +68.3% | 0.03% | +66.7% |
| Q3 2021 | $984,000 | -0.4% | 9,479 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $988,000 | +7.7% | 9,479 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $917,000 | -7.6% | 9,479 | -13.1% | 0.02% | -9.5% |
| Q4 2020 | $992,000 | +6.6% | 10,913 | -6.6% | 0.02% | -4.5% |
| Q3 2020 | $931,000 | -29.6% | 11,690 | -35.1% | 0.02% | -33.3% |
| Q2 2020 | $1,323,000 | +20.4% | 18,011 | -1.0% | 0.03% | +3.1% |
| Q1 2020 | $1,099,000 | – | 18,186 | – | 0.03% | – |
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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% |