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 | $114,632 | -3.6% | 2,300 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $118,910 | +8.1% | 2,300 | 0.0% | 0.05% | +3.9% |
| Q1 2023 | $110,032 | +6.8% | 2,300 | 0.0% | 0.05% | +6.2% |
| Q4 2022 | $103,063 | +6.3% | 2,300 | 0.0% | 0.05% | -4.0% |
| Q3 2022 | $97,000 | -4.9% | 2,300 | 0.0% | 0.05% | +4.2% |
| Q2 2022 | $102,000 | -17.1% | 2,300 | 0.0% | 0.05% | -9.4% |
| Q1 2022 | $123,000 | -5.4% | 2,300 | +100.0% | 0.05% | +3.9% |
| Q4 2021 | $130,000 | +9.2% | 1,150 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $119,000 | -0.8% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $120,000 | +8.1% | 1,150 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $111,000 | +5.7% | 1,150 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $105,000 | +14.1% | 1,150 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $92,000 | +9.5% | 1,150 | 0.0% | 0.05% | +4.5% |
| Q2 2020 | $84,000 | +21.7% | 1,150 | 0.0% | 0.04% | +7.3% |
| Q1 2020 | $69,000 | -21.6% | 1,150 | 0.0% | 0.04% | -2.4% |
| Q4 2019 | $88,000 | +7.3% | 1,150 | 0.0% | 0.04% | +2.4% |
| Q3 2019 | $82,000 | +1.2% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $81,000 | – | 1,150 | – | 0.04% | – |
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% |