SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,399,000 | -4.7% | 750,229 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $39,240,000 | +2.6% | 758,991 | -5.1% | 0.01% | -9.1% |
| Q1 2023 | $38,256,000 | +13.1% | 799,493 | +5.9% | 0.01% | +10.0% |
| Q4 2022 | $33,829,000 | +6.9% | 754,946 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $31,647,000 | -2.3% | 753,693 | +2.8% | 0.01% | 0.0% |
| Q2 2022 | $32,396,000 | -16.1% | 733,118 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $38,628,000 | -1.3% | 723,509 | +108.9% | 0.01% | +11.1% |
| Q4 2021 | $39,142,000 | +9.2% | 346,362 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $35,837,000 | +4.8% | 345,055 | +5.2% | 0.01% | 0.0% |
| Q2 2021 | $34,203,000 | +10.7% | 328,021 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $30,891,000 | +10.1% | 319,426 | +3.6% | 0.01% | +12.5% |
| Q4 2020 | $28,059,000 | +16.4% | 308,366 | +1.9% | 0.01% | -11.1% |
| Q3 2020 | $24,101,000 | -28.3% | 302,607 | -33.8% | 0.01% | -30.8% |
| Q2 2020 | $33,606,000 | +96.1% | 457,413 | +61.3% | 0.01% | +62.5% |
| Q1 2020 | $17,140,000 | -62.9% | 283,631 | -52.8% | 0.01% | -52.9% |
| Q4 2019 | $46,222,000 | -27.7% | 601,213 | -33.2% | 0.02% | -32.0% |
| Q3 2019 | $63,894,000 | +27.9% | 899,662 | +27.1% | 0.02% | +25.0% |
| Q2 2019 | $49,939,000 | +5.1% | 708,055 | +1.4% | 0.02% | 0.0% |
| Q1 2019 | $47,523,000 | +8.2% | 698,349 | -4.7% | 0.02% | -4.8% |
| Q4 2018 | $43,937,000 | -9.4% | 733,128 | +6.4% | 0.02% | +5.0% |
| Q3 2018 | $48,484,000 | +25.9% | 688,806 | +18.0% | 0.02% | +17.6% |
| Q2 2018 | $38,511,000 | +2.4% | 583,575 | -1.0% | 0.02% | 0.0% |
| Q1 2018 | $37,599,000 | -27.9% | 589,422 | -27.0% | 0.02% | -26.1% |
| Q4 2017 | $52,123,000 | +14.1% | 807,864 | +7.8% | 0.02% | +4.5% |
| Q3 2017 | $45,664,000 | +1.3% | 749,706 | -2.8% | 0.02% | -4.3% |
| Q2 2017 | $45,076,000 | -5.9% | 771,039 | -8.1% | 0.02% | -11.5% |
| Q1 2017 | $47,883,000 | -7.6% | 839,169 | -12.3% | 0.03% | -7.1% |
| Q4 2016 | $51,829,000 | +34.5% | 956,607 | +29.9% | 0.03% | +27.3% |
| Q3 2016 | $38,541,000 | -3.0% | 736,650 | -6.7% | 0.02% | -8.3% |
| Q2 2016 | $39,730,000 | -1.3% | 789,869 | -3.3% | 0.02% | -4.0% |
| Q1 2016 | $40,252,000 | -0.2% | 816,816 | -0.7% | 0.02% | -7.4% |
| Q4 2015 | $40,348,000 | +153.5% | 822,776 | +139.7% | 0.03% | +125.0% |
| Q3 2015 | $15,917,000 | -5.8% | 343,184 | +2.0% | 0.01% | 0.0% |
| Q2 2015 | $16,901,000 | +96.5% | 336,478 | +97.5% | 0.01% | +100.0% |
| Q1 2015 | $8,601,000 | +49.9% | 170,384 | +47.9% | 0.01% | +50.0% |
| Q4 2014 | $5,739,000 | +81885.7% | 115,186 | +81592.2% | 0.00% | – |
| Q3 2014 | $7,000 | -89.2% | 141 | -90.1% | 0.00% | – |
| Q1 2014 | $65,000 | -98.3% | 1,430 | -98.3% | 0.00% | -100.0% |
| Q4 2013 | $3,748,000 | +14.2% | 83,264 | +4.2% | 0.00% | 0.0% |
| Q3 2013 | $3,283,000 | – | 79,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |