SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $294,756 | +6.8% | 6,160 | 0.0% | 0.20% | +1.0% |
| Q4 2022 | $276,030 | +6.6% | 6,160 | 0.0% | 0.20% | +7.1% |
| Q3 2022 | $259,000 | -4.8% | 6,160 | 0.0% | 0.18% | +1.7% |
| Q2 2022 | $272,000 | -17.3% | 6,160 | 0.0% | 0.18% | -0.6% |
| Q1 2022 | $329,000 | -5.5% | 6,160 | +100.0% | 0.18% | -3.2% |
| Q4 2021 | $348,000 | +8.8% | 3,080 | 0.0% | 0.19% | +1.1% |
| Q3 2021 | $320,000 | +22.1% | 3,080 | -6.4% | 0.18% | -16.0% |
| Q3 2020 | $262,000 | +8.3% | 3,290 | 0.0% | 0.22% | +0.5% |
| Q2 2020 | $242,000 | -0.4% | 3,290 | +4.1% | 0.22% | +1.9% |
| Q4 2019 | $243,000 | +8.5% | 3,160 | 0.0% | 0.21% | +1.4% |
| Q3 2019 | $224,000 | +0.4% | 3,160 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $223,000 | +6.7% | 3,160 | +5.0% | 0.21% | -0.9% |
| Q2 2018 | $209,000 | – | 3,010 | – | 0.22% | – |
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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% |