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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,751 | -3.6% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $395,919 | +8.0% | 7,658 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $366,435 | -17.5% | 7,658 | -22.7% | 0.01% | -12.5% |
| Q4 2022 | $443,977 | +6.7% | 9,908 | 0.0% | 0.01% | -20.0% |
| Q3 2022 | $416,000 | -5.0% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $438,000 | -17.2% | 9,908 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $529,000 | -5.5% | 9,908 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $560,000 | +8.7% | 4,954 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $515,000 | +89.3% | 4,954 | +90.2% | 0.01% | +100.0% |
| Q2 2021 | $272,000 | +7.9% | 2,604 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $252,000 | +995.7% | 2,604 | +925.2% | 0.01% | +500.0% |
| Q4 2020 | $23,000 | -11.5% | 254 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | – | 324 | – | 0.00% | – |
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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% |