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 | $262,890 | +5.5% | 5,274 | +9.5% | 0.03% | +6.2% |
| Q2 2023 | $249,089 | -15.9% | 4,818 | -22.2% | 0.03% | -22.0% |
| Q1 2023 | $296,164 | +6.8% | 6,189 | +0.0% | 0.04% | -6.8% |
| Q4 2022 | $277,229 | +3.1% | 6,187 | -3.3% | 0.04% | -10.2% |
| Q3 2022 | $269,000 | -4.6% | 6,396 | +0.0% | 0.05% | -3.9% |
| Q2 2022 | $282,000 | +6.4% | 6,393 | +28.9% | 0.05% | +8.5% |
| Q1 2022 | $265,000 | -5.4% | 4,960 | +100.1% | 0.05% | -13.0% |
| Q4 2021 | $280,000 | +8.1% | 2,479 | -0.8% | 0.05% | -10.0% |
| Q3 2021 | $259,000 | -0.4% | 2,498 | +0.1% | 0.06% | -4.8% |
| Q2 2021 | $260,000 | +7.9% | 2,496 | +0.0% | 0.06% | -10.0% |
| Q1 2021 | $241,000 | +6.2% | 2,495 | +0.0% | 0.07% | -10.3% |
| Q4 2020 | $227,000 | -47.5% | 2,494 | -65.1% | 0.08% | -71.7% |
| Q1 2020 | $432,000 | – | 7,144 | – | 0.28% | – |
Download | ||||||
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% |