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 | $3,081,976 | -5.1% | 61,825 | -1.6% | 0.40% | -1.2% |
| Q2 2023 | $3,248,053 | +8.0% | 62,825 | 0.0% | 0.40% | +1.8% |
| Q1 2023 | $3,006,176 | +6.6% | 62,825 | -0.2% | 0.40% | +0.5% |
| Q4 2022 | $2,821,014 | +7.8% | 62,955 | +1.0% | 0.40% | -6.8% |
| Q3 2022 | $2,618,000 | -2.0% | 62,355 | +3.1% | 0.42% | +2.2% |
| Q2 2022 | $2,672,000 | -12.2% | 60,455 | +6.0% | 0.42% | -2.3% |
| Q1 2022 | $3,044,000 | -5.7% | 57,010 | +99.6% | 0.43% | -6.8% |
| Q4 2021 | $3,228,000 | +8.8% | 28,560 | 0.0% | 0.46% | -1.1% |
| Q3 2021 | $2,966,000 | -0.4% | 28,560 | 0.0% | 0.46% | -1.1% |
| Q2 2021 | $2,978,000 | +7.8% | 28,560 | 0.0% | 0.47% | +4.0% |
| Q1 2021 | $2,762,000 | +6.3% | 28,560 | 0.0% | 0.45% | -3.2% |
| Q4 2020 | $2,599,000 | +14.2% | 28,560 | 0.0% | 0.46% | +8.2% |
| Q3 2020 | $2,275,000 | +8.4% | 28,560 | 0.0% | 0.43% | +0.7% |
| Q2 2020 | $2,098,000 | – | 28,560 | – | 0.43% | – |
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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% |