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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257 | -99.9% | 5,730 | -22.7% | 0.04% | -18.9% |
| Q3 2022 | $311,000 | -13.1% | 7,415 | -8.5% | 0.05% | -7.0% |
| Q2 2022 | $358,000 | -23.3% | 8,102 | -7.3% | 0.06% | -9.5% |
| Q1 2022 | $467,000 | -17.2% | 8,740 | +75.2% | 0.06% | -11.3% |
| Q4 2021 | $564,000 | -7.2% | 4,988 | -14.7% | 0.07% | -13.4% |
| Q3 2021 | $608,000 | -0.3% | 5,850 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $610,000 | +7.0% | 5,850 | -0.8% | 0.08% | +1.2% |
| Q1 2021 | $570,000 | -3.6% | 5,899 | -9.2% | 0.08% | -12.1% |
| Q4 2020 | $591,000 | +2.2% | 6,495 | -10.5% | 0.09% | -13.3% |
| Q3 2020 | $578,000 | -1.5% | 7,256 | -9.3% | 0.10% | -10.3% |
| Q2 2020 | $587,000 | -6.8% | 8,001 | -23.3% | 0.12% | -22.0% |
| Q1 2020 | $630,000 | -57.1% | 10,431 | -45.4% | 0.15% | -47.2% |
| Q4 2019 | $1,469,000 | +7.6% | 19,110 | -0.5% | 0.28% | -1.4% |
| Q3 2019 | $1,365,000 | +0.4% | 19,213 | -0.3% | 0.29% | +0.3% |
| Q2 2019 | $1,360,000 | +2.2% | 19,276 | -1.4% | 0.29% | -2.0% |
| Q1 2019 | $1,331,000 | +11.2% | 19,554 | -2.1% | 0.29% | +0.3% |
| Q4 2018 | $1,197,000 | +356.9% | 19,968 | +386.4% | 0.29% | +394.9% |
| Q1 2018 | $262,000 | +29.7% | 4,105 | +18.8% | 0.06% | +25.5% |
| Q2 2017 | $202,000 | -4.7% | 3,455 | -7.0% | 0.05% | -9.6% |
| Q1 2017 | $212,000 | -20.3% | 3,714 | -24.3% | 0.05% | -27.8% |
| Q4 2016 | $266,000 | +0.8% | 4,903 | -2.7% | 0.07% | +5.9% |
| Q3 2016 | $264,000 | -30.5% | 5,041 | -33.2% | 0.07% | -32.0% |
| Q2 2016 | $380,000 | -34.1% | 7,548 | -35.5% | 0.10% | -37.9% |
| Q1 2016 | $577,000 | -38.9% | 11,707 | -39.2% | 0.16% | -33.2% |
| Q4 2015 | $944,000 | +9.6% | 19,242 | +3.7% | 0.24% | +1.3% |
| Q3 2015 | $861,000 | -33.6% | 18,557 | -28.1% | 0.24% | -24.4% |
| Q2 2015 | $1,297,000 | -22.7% | 25,825 | -22.3% | 0.32% | -22.8% |
| Q1 2015 | $1,677,000 | -7.9% | 33,225 | -9.1% | 0.41% | -9.1% |
| Q4 2014 | $1,821,000 | +37.4% | 36,542 | +31.1% | 0.45% | +32.4% |
| Q3 2014 | $1,325,000 | +6.7% | 27,868 | +7.0% | 0.34% | +8.7% |
| Q2 2014 | $1,242,000 | +24.4% | 26,033 | +19.2% | 0.31% | +19.1% |
| Q1 2014 | $998,000 | +70.0% | 21,839 | +67.5% | 0.26% | +70.1% |
| Q4 2013 | $587,000 | +43.5% | 13,042 | +31.2% | 0.15% | +25.2% |
| Q3 2013 | $409,000 | +38.6% | 9,942 | +31.1% | 0.12% | +21.8% |
| Q2 2013 | $295,000 | – | 7,585 | – | 0.10% | – |
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% |