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 | $7,097,721 | -4.9% | 142,381 | -1.3% | 0.01% | -10.0% |
| Q2 2023 | $7,460,739 | +6.7% | 144,308 | -1.2% | 0.01% | 0.0% |
| Q1 2023 | $6,989,160 | +25.1% | 146,064 | +17.1% | 0.01% | +25.0% |
| Q4 2022 | $5,588,471 | +27.1% | 124,714 | +19.1% | 0.01% | 0.0% |
| Q3 2022 | $4,396,000 | -1.7% | 104,708 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $4,470,000 | -15.2% | 101,143 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $5,272,000 | +8.4% | 98,736 | +129.4% | 0.01% | 0.0% |
| Q4 2021 | $4,864,000 | +16.6% | 43,037 | +7.2% | 0.01% | 0.0% |
| Q3 2021 | $4,170,000 | +4.3% | 40,156 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $3,999,000 | +12.0% | 38,354 | +3.9% | 0.01% | 0.0% |
| Q1 2021 | $3,569,000 | +0.8% | 36,901 | -5.2% | 0.01% | 0.0% |
| Q4 2020 | $3,542,000 | +11.5% | 38,939 | -2.4% | 0.01% | -11.1% |
| Q3 2020 | $3,178,000 | +39.0% | 39,894 | +28.2% | 0.01% | +28.6% |
| Q2 2020 | $2,286,000 | +18.6% | 31,114 | -2.5% | 0.01% | 0.0% |
| Q1 2020 | $1,928,000 | -47.6% | 31,900 | -33.3% | 0.01% | -46.2% |
| Q4 2019 | $3,676,000 | +103.7% | 47,813 | +88.2% | 0.01% | +85.7% |
| Q3 2019 | $1,805,000 | +40.9% | 25,403 | +39.9% | 0.01% | +40.0% |
| Q2 2019 | $1,281,000 | +31.0% | 18,162 | +26.3% | 0.01% | +25.0% |
| Q1 2019 | $978,000 | +15.6% | 14,378 | +1.9% | 0.00% | 0.0% |
| Q4 2018 | $846,000 | -11.1% | 14,109 | +4.3% | 0.00% | -20.0% |
| Q3 2018 | $952,000 | +7.8% | 13,526 | +1.1% | 0.01% | 0.0% |
| Q2 2018 | $883,000 | -17.6% | 13,376 | -20.5% | 0.01% | -28.6% |
| Q1 2018 | $1,072,000 | -11.8% | 16,818 | -10.7% | 0.01% | -12.5% |
| Q4 2017 | $1,215,000 | +130.6% | 18,838 | +117.9% | 0.01% | +100.0% |
| Q3 2017 | $527,000 | -11.6% | 8,645 | -15.2% | 0.00% | -20.0% |
| Q2 2017 | $596,000 | +47.9% | 10,198 | +44.5% | 0.01% | +25.0% |
| Q1 2017 | $403,000 | +30.0% | 7,058 | +23.4% | 0.00% | +33.3% |
| Q4 2016 | $310,000 | +36.6% | 5,721 | +26.7% | 0.00% | 0.0% |
| Q2 2016 | $227,000 | -56.4% | 4,517 | -57.4% | 0.00% | -62.5% |
| Q1 2016 | $521,000 | +3373.3% | 10,592 | +3430.7% | 0.01% | – |
| Q4 2015 | $15,000 | -95.0% | 300 | -95.4% | 0.00% | -100.0% |
| Q3 2015 | $303,000 | +3687.5% | 6,538 | +4038.0% | 0.01% | – |
| Q3 2014 | $8,000 | -33.3% | 158 | -36.5% | 0.00% | – |
| Q2 2014 | $12,000 | – | 249 | – | 0.00% | – |
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% |