SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $590,000 | -2.2% | 14,042 | +2.8% | 0.16% | +6.6% |
| Q2 2022 | $603,000 | -25.2% | 13,656 | -9.6% | 0.15% | -12.1% |
| Q1 2022 | $806,000 | +15.5% | 15,104 | +144.6% | 0.17% | +19.3% |
| Q4 2021 | $698,000 | +30.5% | 6,174 | +19.9% | 0.14% | +20.8% |
| Q3 2021 | $535,000 | +21.9% | 5,149 | +22.2% | 0.12% | +22.4% |
| Q2 2021 | $439,000 | -14.1% | 4,214 | -20.2% | 0.10% | -19.7% |
| Q1 2021 | $511,000 | +19.7% | 5,281 | +12.6% | 0.12% | +22.0% |
| Q4 2020 | $427,000 | +28.2% | 4,690 | +12.2% | 0.10% | +35.1% |
| Q3 2020 | $333,000 | -43.8% | 4,180 | -48.3% | 0.07% | -41.7% |
| Q2 2020 | $593,000 | +67.0% | 8,078 | +37.5% | 0.13% | +46.0% |
| Q1 2020 | $355,000 | -23.0% | 5,873 | -2.0% | 0.09% | +11.5% |
| Q4 2019 | $461,000 | +35.6% | 5,990 | +25.3% | 0.08% | +36.8% |
| Q3 2019 | $340,000 | +40.5% | 4,781 | +39.4% | 0.06% | +42.5% |
| Q2 2019 | $242,000 | -55.6% | 3,430 | -57.2% | 0.04% | -54.0% |
| Q1 2019 | $545,000 | +65.7% | 8,012 | +45.9% | 0.09% | +50.0% |
| Q4 2018 | $329,000 | -65.3% | 5,492 | -62.6% | 0.06% | -54.0% |
| Q4 2017 | $949,000 | +19.4% | 14,701 | +12.6% | 0.13% | +5.0% |
| Q3 2017 | $795,000 | +44.5% | 13,057 | +38.9% | 0.12% | +48.1% |
| Q2 2017 | $550,000 | +20.1% | 9,402 | +17.0% | 0.08% | +6.6% |
| Q1 2017 | $458,000 | +22.5% | 8,033 | +16.3% | 0.08% | +35.7% |
| Q4 2016 | $374,000 | +63.3% | 6,908 | +57.8% | 0.06% | +75.0% |
| Q3 2016 | $229,000 | -17.0% | 4,378 | -19.8% | 0.03% | -47.5% |
| Q1 2015 | $276,000 | -53.5% | 5,461 | -56.3% | 0.06% | -56.1% |
| Q3 2014 | $594,000 | +16.0% | 12,499 | +16.4% | 0.14% | +14.9% |
| Q2 2014 | $512,000 | +7.1% | 10,734 | +2.6% | 0.12% | +6.1% |
| Q1 2014 | $478,000 | – | 10,458 | – | 0.11% | – |
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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% |