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 | $647,757 | -3.6% | 12,994 | 0.0% | 0.11% | -2.6% |
| Q2 2023 | $671,797 | +8.0% | 12,994 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $621,769 | +6.8% | 12,994 | 0.0% | 0.12% | -9.7% |
| Q4 2022 | $582,267 | +6.6% | 12,994 | 0.0% | 0.13% | +2.3% |
| Q3 2022 | $546,000 | -4.9% | 12,994 | 0.0% | 0.13% | +4.8% |
| Q2 2022 | $574,000 | -17.3% | 12,994 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $694,000 | -5.4% | 12,994 | +100.0% | 0.12% | +3.3% |
| Q4 2021 | $734,000 | +8.7% | 6,497 | 0.0% | 0.12% | -4.0% |
| Q3 2021 | $675,000 | -0.3% | 6,497 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $677,000 | -17.2% | 6,497 | -23.2% | 0.13% | -26.3% |
| Q1 2021 | $818,000 | +6.0% | 8,461 | -0.3% | 0.17% | +6.9% |
| Q4 2020 | $772,000 | +9.8% | 8,485 | -3.9% | 0.16% | -10.1% |
| Q3 2020 | $703,000 | -36.4% | 8,829 | -41.4% | 0.18% | -41.8% |
| Q2 2020 | $1,106,000 | – | 15,057 | – | 0.31% | – |
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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% |