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 2023 | $376,635 | +26.3% | 7,285 | +16.9% | 0.20% | +11.4% |
| Q1 2023 | $298,249 | -45.3% | 6,233 | -38.9% | 0.18% | -43.0% |
| Q1 2022 | $545,000 | -33.0% | 10,200 | +41.8% | 0.32% | -29.9% |
| Q4 2021 | $813,000 | +18.0% | 7,195 | +8.4% | 0.46% | +13.3% |
| Q3 2021 | $689,000 | -3.9% | 6,635 | -3.4% | 0.41% | +0.7% |
| Q2 2021 | $717,000 | +87.7% | 6,872 | +74.1% | 0.40% | +81.2% |
| Q1 2021 | $382,000 | -5.0% | 3,948 | -10.6% | 0.22% | -5.9% |
| Q4 2020 | $402,000 | – | 4,414 | – | 0.24% | – |
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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% |