SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,698,000 | -31.3% | 112,360 | -36.9% | 2.70% | -12.2% |
| Q3 2021 | $18,487,000 | -0.4% | 178,000 | 0.0% | 3.08% | -1.3% |
| Q2 2021 | $18,561,000 | +7.7% | 178,000 | -0.1% | 3.12% | -0.8% |
| Q1 2021 | $17,235,000 | +6.3% | 178,212 | 0.0% | 3.14% | +1.9% |
| Q4 2020 | $16,216,000 | +14.3% | 178,212 | 0.0% | 3.08% | +0.2% |
| Q3 2020 | $14,193,000 | -18.7% | 178,212 | -25.0% | 3.08% | -17.0% |
| Q2 2020 | $17,465,000 | +7.3% | 237,715 | 0.0% | 3.71% | +0.2% |
| Q1 2020 | $16,279,000 | -10.9% | 237,715 | 0.0% | 3.70% | +24.7% |
| Q4 2019 | $18,276,000 | +8.3% | 237,715 | 0.0% | 2.97% | +20.5% |
| Q3 2019 | $16,883,000 | +0.7% | 237,715 | 0.0% | 2.46% | -0.2% |
| Q2 2019 | $16,766,000 | +3.6% | 237,715 | 0.0% | 2.47% | +0.9% |
| Q1 2019 | $16,177,000 | +13.6% | 237,715 | 0.0% | 2.44% | -25.9% |
| Q4 2018 | $14,246,000 | -14.9% | 237,715 | 0.0% | 3.30% | +8.8% |
| Q3 2018 | $16,733,000 | +6.7% | 237,715 | 0.0% | 3.03% | -57.0% |
| Q2 2018 | $15,687,000 | +3.4% | 237,715 | 0.0% | 7.06% | +15.1% |
| Q1 2018 | $15,164,000 | -1.1% | 237,715 | 0.0% | 6.13% | -9.1% |
| Q4 2017 | $15,337,000 | +5.9% | 237,715 | 0.0% | 6.74% | -0.8% |
| Q3 2017 | $14,479,000 | +4.2% | 237,715 | 0.0% | 6.80% | +0.7% |
| Q2 2017 | $13,897,000 | +2.2% | 237,715 | -0.2% | 6.75% | -2.4% |
| Q1 2017 | $13,595,000 | +5.3% | 238,251 | 0.0% | 6.92% | -8.1% |
| Q4 2016 | $12,908,000 | +3.6% | 238,251 | 0.0% | 7.53% | +1.2% |
| Q3 2016 | $12,465,000 | +4.0% | 238,251 | 0.0% | 7.44% | +7.8% |
| Q2 2016 | $11,984,000 | +81.2% | 238,251 | +77.6% | 6.90% | +96.5% |
| Q1 2016 | $6,612,000 | – | 134,169 | – | 3.51% | – |
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% |