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 | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |