SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $479,000 | +136.0% | 10,833 | +184.9% | 0.06% | +182.6% |
| Q1 2022 | $203,000 | -6.0% | 3,803 | +98.8% | 0.02% | +9.5% |
| Q4 2021 | $216,000 | -48.9% | 1,913 | -52.9% | 0.02% | -53.3% |
| Q2 2021 | $423,000 | +7.9% | 4,058 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $392,000 | +5.9% | 4,058 | -0.2% | 0.05% | -6.1% |
| Q4 2020 | $370,000 | +12.5% | 4,066 | -1.5% | 0.05% | +6.5% |
| Q3 2020 | $329,000 | +8.9% | 4,126 | +0.5% | 0.05% | 0.0% |
| Q2 2020 | $302,000 | +25.8% | 4,106 | +3.5% | 0.05% | 0.0% |
| Q1 2020 | $240,000 | -19.2% | 3,968 | +2.8% | 0.05% | -6.1% |
| Q4 2019 | $297,000 | +10.4% | 3,861 | +1.8% | 0.05% | 0.0% |
| Q3 2019 | $269,000 | +0.4% | 3,791 | -0.3% | 0.05% | -3.9% |
| Q2 2019 | $268,000 | +3.5% | 3,801 | 0.0% | 0.05% | +4.1% |
| Q1 2019 | $259,000 | -3.7% | 3,801 | -0.4% | 0.05% | -3.9% |
| Q3 2018 | $269,000 | +6.7% | 3,818 | 0.0% | 0.05% | +2.0% |
| Q2 2018 | $252,000 | – | 3,818 | – | 0.05% | – |
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% |