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 2022 | $1,305,000 | -9.1% | 31,082 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $1,436,000 | -17.6% | 32,482 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $1,743,000 | -37.6% | 32,643 | +32.1% | 0.00% | -33.3% |
| Q4 2021 | $2,793,000 | -16.9% | 24,712 | -23.9% | 0.00% | -40.0% |
| Q3 2021 | $3,362,000 | -1.1% | 32,477 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $3,400,000 | +7.8% | 32,602 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $3,153,000 | -46.9% | 32,602 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $5,938,000 | +129.3% | 65,267 | +100.7% | 0.01% | 0.0% |
| Q3 2020 | $2,590,000 | +7.9% | 32,516 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $2,401,000 | +20.8% | 32,676 | -0.6% | 0.01% | 0.0% |
| Q1 2020 | $1,987,000 | -24.8% | 32,879 | -4.4% | 0.01% | 0.0% |
| Q4 2019 | $2,644,000 | +6.9% | 34,391 | -1.2% | 0.01% | 0.0% |
| Q3 2019 | $2,473,000 | +1.5% | 34,816 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $2,436,000 | +1.9% | 34,540 | -1.7% | 0.01% | 0.0% |
| Q1 2019 | $2,391,000 | +4.5% | 35,140 | -7.9% | 0.01% | -16.7% |
| Q4 2018 | $2,287,000 | -15.3% | 38,164 | -0.5% | 0.01% | 0.0% |
| Q3 2018 | $2,699,000 | -2.2% | 38,350 | -8.3% | 0.01% | -14.3% |
| Q2 2018 | $2,760,000 | -48.5% | 41,824 | -50.2% | 0.01% | 0.0% |
| Q1 2018 | $5,362,000 | +118.9% | 84,048 | +121.3% | 0.01% | +16.7% |
| Q4 2017 | $2,450,000 | +7.3% | 37,974 | +1.3% | 0.01% | 0.0% |
| Q3 2017 | $2,284,000 | -5.5% | 37,498 | -9.3% | 0.01% | 0.0% |
| Q2 2017 | $2,417,000 | +6.5% | 41,338 | +3.9% | 0.01% | 0.0% |
| Q1 2017 | $2,270,000 | +6.7% | 39,787 | +1.3% | 0.01% | 0.0% |
| Q4 2016 | $2,127,000 | +3.3% | 39,261 | -0.3% | 0.01% | 0.0% |
| Q3 2016 | $2,059,000 | +2.3% | 39,361 | -1.6% | 0.01% | 0.0% |
| Q2 2016 | $2,013,000 | -4.9% | 40,010 | -6.8% | 0.01% | -14.3% |
| Q1 2016 | $2,116,000 | -2.4% | 42,937 | -2.9% | 0.01% | +16.7% |
| Q4 2015 | $2,168,000 | +6.0% | 44,216 | +0.2% | 0.01% | 0.0% |
| Q3 2015 | $2,046,000 | +35.7% | 44,116 | +47.0% | 0.01% | +20.0% |
| Q2 2015 | $1,508,000 | +4.6% | 30,016 | +5.2% | 0.01% | +25.0% |
| Q1 2015 | $1,441,000 | +1.3% | 28,541 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $1,422,000 | +6.9% | 28,541 | +2.1% | 0.00% | 0.0% |
| Q3 2014 | $1,330,000 | -45.2% | 27,956 | -45.0% | 0.00% | 0.0% |
| Q2 2014 | $2,426,000 | +152.2% | 50,800 | +141.3% | 0.00% | +33.3% |
| Q1 2014 | $962,000 | +12.1% | 21,050 | +10.5% | 0.00% | +50.0% |
| Q4 2013 | $858,000 | +9.6% | 19,055 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $783,000 | +14.3% | 19,055 | +8.3% | 0.00% | 0.0% |
| Q2 2013 | $685,000 | – | 17,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |