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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $0 | -100.0% | 10 | -9.1% | 0.00% | -100.0% |
| Q1 2022 | $1,000 | 0.0% | 11 | +83.3% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -85.7% | 6 | -91.8% | 0.00% | -83.3% |
| Q4 2020 | $7,000 | +16.7% | 73 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $6,000 | -53.8% | 73 | -57.8% | 0.01% | -50.0% |
| Q2 2020 | $13,000 | +30.0% | 173 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $10,000 | -23.1% | 173 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 173 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 172 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $12,000 | 0.0% | 172 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $12,000 | +20.0% | 172 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $10,000 | -16.7% | 172 | +3.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 167 | 0.0% | 0.01% | +12.5% |
| Q2 2018 | $11,000 | 0.0% | 167 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $11,000 | 0.0% | 167 | 0.0% | 0.01% | +12.5% |
| Q4 2017 | $11,000 | – | 167 | – | 0.01% | – |
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% |