SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090,818 | +43.6% | 21,882 | +48.9% | 0.14% | +48.5% |
| Q2 2023 | $759,732 | +132027.3% | 14,695 | +22.3% | 0.10% | +27.6% |
| Q1 2023 | $575 | +70.1% | 12,011 | +59.4% | 0.08% | +61.7% |
| Q4 2022 | $338 | -99.9% | 7,536 | -9.5% | 0.05% | -6.0% |
| Q3 2022 | $350,000 | +153.6% | 8,328 | +166.8% | 0.05% | +177.8% |
| Q2 2022 | $138,000 | +253.8% | 3,121 | +331.7% | 0.02% | +350.0% |
| Q1 2022 | $39,000 | – | 723 | – | 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% |