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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,379,916 | -7.0% | 148,042 | -3.6% | 3.36% | -13.9% |
| Q2 2023 | $7,938,924 | +6.5% | 153,558 | -1.4% | 3.91% | +1.2% |
| Q1 2023 | $7,451,665 | +5.2% | 155,730 | -1.5% | 3.86% | +3.3% |
| Q4 2022 | $7,085,345 | +5.8% | 158,120 | -0.8% | 3.74% | +1.6% |
| Q3 2022 | $6,694,000 | -4.5% | 159,428 | +0.5% | 3.68% | +5.2% |
| Q2 2022 | $7,011,000 | -17.2% | 158,660 | +0.1% | 3.50% | +0.2% |
| Q1 2022 | $8,464,000 | -6.6% | 158,524 | +97.7% | 3.49% | -13.0% |
| Q4 2021 | $9,063,000 | +36.6% | 80,199 | +25.5% | 4.01% | +12.5% |
| Q3 2021 | $6,636,000 | +13.4% | 63,894 | +13.8% | 3.56% | +12.6% |
| Q2 2021 | $5,853,000 | +3.0% | 56,137 | -4.5% | 3.16% | -18.7% |
| Q1 2021 | $5,685,000 | -2.4% | 58,785 | -8.2% | 3.89% | -23.1% |
| Q4 2020 | $5,824,000 | – | 64,011 | – | 5.07% | – |
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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% |