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 | $332 | -3.5% | 6,658 | 0.0% | 0.26% | +1.5% |
| Q2 2023 | $344 | +7.8% | 6,658 | 0.0% | 0.26% | +5.7% |
| Q1 2023 | $319 | +7.0% | 6,658 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $298 | -99.9% | 6,658 | 0.0% | 0.24% | +3.0% |
| Q3 2022 | $280,000 | -4.8% | 6,658 | 0.0% | 0.24% | +4.4% |
| Q2 2022 | $294,000 | -17.2% | 6,658 | 0.0% | 0.23% | +4.6% |
| Q1 2022 | $355,000 | -5.6% | 6,658 | +100.0% | 0.22% | -0.5% |
| Q4 2021 | $376,000 | +4.7% | 3,329 | -3.6% | 0.22% | -6.0% |
| Q3 2021 | $359,000 | -0.3% | 3,454 | 0.0% | 0.23% | -3.3% |
| Q2 2021 | $360,000 | -99.9% | 3,454 | 0.0% | 0.24% | +2.1% |
| Q1 2021 | $334,036,000 | +100211.1% | 3,454 | -5.6% | 0.24% | -7.8% |
| Q4 2020 | $333,000 | +6.1% | 3,658 | -7.1% | 0.26% | -2.3% |
| Q3 2020 | $314,000 | -63.7% | 3,939 | -66.5% | 0.26% | -67.7% |
| Q2 2020 | $865,000 | +19.8% | 11,774 | -1.4% | 0.81% | -1.0% |
| Q1 2020 | $722,000 | -21.5% | 11,942 | -0.2% | 0.82% | +2.3% |
| Q4 2019 | $920,000 | +68.2% | 11,971 | +55.5% | 0.80% | +52.8% |
| Q3 2019 | $547,000 | -7.8% | 7,699 | -8.5% | 0.52% | -4.0% |
| Q2 2019 | $593,000 | +1.2% | 8,413 | -2.2% | 0.54% | -0.2% |
| Q1 2019 | $586,000 | +14.0% | 8,606 | +0.4% | 0.55% | -0.7% |
| Q4 2018 | $514,000 | -12.1% | 8,575 | +3.2% | 0.55% | +11.3% |
| Q3 2018 | $585,000 | +7.3% | 8,309 | +0.5% | 0.49% | +0.4% |
| Q2 2018 | $545,000 | -1.1% | 8,266 | -4.2% | 0.49% | -1.0% |
| Q1 2018 | $551,000 | -0.7% | 8,631 | +0.4% | 0.50% | 0.0% |
| Q4 2017 | $555,000 | +50.0% | 8,597 | +41.5% | 0.50% | +40.8% |
| Q3 2017 | $370,000 | +30.3% | 6,077 | +25.3% | 0.35% | +28.8% |
| Q2 2017 | $284,000 | -1.0% | 4,849 | -3.6% | 0.27% | +1.5% |
| Q1 2017 | $287,000 | +10.8% | 5,029 | +5.3% | 0.27% | +5.1% |
| Q4 2016 | $259,000 | +21.6% | 4,778 | +4.1% | 0.26% | +8.4% |
| Q3 2015 | $213,000 | -7.4% | 4,588 | +0.2% | 0.24% | +0.4% |
| Q2 2015 | $230,000 | 0.0% | 4,580 | +0.6% | 0.24% | +5.4% |
| Q1 2015 | $230,000 | +10.0% | 4,553 | +8.6% | 0.22% | +8.2% |
| Q4 2014 | $209,000 | – | 4,194 | – | 0.21% | – |
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% |