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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,294,283 | -3.1% | 908,611 | +0.5% | 2.60% | +0.9% |
| Q2 2023 | $46,722,545 | +11.1% | 903,724 | +2.8% | 2.58% | +4.2% |
| Q1 2023 | $42,054,228 | +6.7% | 878,876 | -0.0% | 2.47% | +1.0% |
| Q4 2022 | $39,400,904 | +8.1% | 879,288 | +1.3% | 2.45% | -1.8% |
| Q3 2022 | $36,459,000 | +4.4% | 868,276 | +9.8% | 2.49% | +8.3% |
| Q2 2022 | $34,932,000 | -15.6% | 790,502 | +2.0% | 2.30% | +0.9% |
| Q1 2022 | $41,375,000 | -6.0% | 774,949 | +99.0% | 2.28% | +3.0% |
| Q4 2021 | $44,014,000 | +10.7% | 389,468 | +1.7% | 2.22% | +1.5% |
| Q3 2021 | $39,759,000 | +0.2% | 382,815 | +0.6% | 2.18% | -0.8% |
| Q2 2021 | $39,679,000 | +6.8% | 380,540 | -0.9% | 2.20% | -1.1% |
| Q1 2021 | $37,144,000 | +8.4% | 384,071 | +2.0% | 2.23% | +2.9% |
| Q4 2020 | $34,274,000 | +11.7% | 376,679 | -2.2% | 2.16% | -4.3% |
| Q3 2020 | $30,685,000 | +7.3% | 385,290 | -1.0% | 2.26% | -0.4% |
| Q2 2020 | $28,600,000 | +13.3% | 389,268 | -6.8% | 2.27% | -6.8% |
| Q1 2020 | $25,252,000 | -30.5% | 417,872 | -11.6% | 2.44% | -6.7% |
| Q4 2019 | $36,357,000 | +11.1% | 472,907 | +2.6% | 2.61% | +1.8% |
| Q3 2019 | $32,736,000 | +1.6% | 460,938 | +0.9% | 2.57% | +2.0% |
| Q2 2019 | $32,236,000 | -11.2% | 457,049 | -14.3% | 2.52% | -14.4% |
| Q1 2019 | $36,300,000 | +33.0% | 533,427 | +17.1% | 2.94% | +13.7% |
| Q4 2018 | $27,301,000 | -12.9% | 455,548 | +2.3% | 2.58% | +2.7% |
| Q3 2018 | $31,354,000 | +10.0% | 445,437 | +3.2% | 2.52% | +2.9% |
| Q2 2018 | $28,497,000 | +7.7% | 431,832 | +4.1% | 2.44% | +2.8% |
| Q1 2018 | $26,451,000 | +5.8% | 414,650 | +7.0% | 2.38% | +6.1% |
| Q4 2017 | $24,999,000 | +12.3% | 387,458 | +6.0% | 2.24% | +1.3% |
| Q3 2017 | $22,258,000 | +10.7% | 365,417 | +6.2% | 2.21% | +8.1% |
| Q2 2017 | $20,110,000 | +2.1% | 343,989 | -0.3% | 2.05% | -1.6% |
| Q1 2017 | $19,689,000 | +10.7% | 345,049 | +5.1% | 2.08% | +6.2% |
| Q4 2016 | $17,781,000 | +8.2% | 328,186 | +4.5% | 1.96% | +5.8% |
| Q3 2016 | $16,433,000 | +4.1% | 314,086 | +0.1% | 1.85% | +0.7% |
| Q2 2016 | $15,785,000 | +7.9% | 313,824 | +5.7% | 1.84% | +7.5% |
| Q1 2016 | $14,631,000 | +11.7% | 296,889 | +11.2% | 1.71% | +8.8% |
| Q4 2015 | $13,096,000 | +7.7% | 267,049 | +1.9% | 1.57% | +4.0% |
| Q3 2015 | $12,157,000 | -4.0% | 262,112 | +3.9% | 1.51% | +5.1% |
| Q2 2015 | $12,670,000 | +8.3% | 252,238 | +8.9% | 1.44% | +8.7% |
| Q1 2015 | $11,695,000 | +34.7% | 231,666 | +32.9% | 1.32% | +33.4% |
| Q4 2014 | $8,685,000 | +22.0% | 174,321 | +16.4% | 0.99% | +17.0% |
| Q3 2014 | $7,119,000 | +9.4% | 149,722 | +9.8% | 0.85% | +12.0% |
| Q2 2014 | $6,508,000 | +41.3% | 136,378 | +35.3% | 0.76% | +37.3% |
| Q1 2014 | $4,607,000 | +42.1% | 100,797 | +39.9% | 0.55% | +40.5% |
| Q4 2013 | $3,242,000 | +10.3% | 72,036 | +0.7% | 0.39% | +2.3% |
| Q3 2013 | $2,939,000 | +34.5% | 71,521 | +27.3% | 0.38% | +25.9% |
| Q2 2013 | $2,185,000 | – | 56,168 | – | 0.30% | – |
Download | ||||||
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% |