SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,483 | -3.6% | 8,595 | 0.0% | 0.00% | – |
| Q2 2023 | $444,384 | -86.6% | 8,595 | -87.6% | 0.00% | – |
| Q1 2023 | $3,312,219 | -40.3% | 69,221 | -44.1% | 0.00% | – |
| Q4 2022 | $5,547,863 | +27.3% | 123,809 | +19.3% | 0.00% | – |
| Q3 2022 | $4,358,000 | +10.9% | 103,790 | +16.7% | 0.00% | – |
| Q2 2022 | $3,930,000 | -19.9% | 88,936 | -3.2% | 0.00% | – |
| Q1 2022 | $4,906,000 | -5.4% | 91,877 | +100.3% | 0.00% | – |
| Q4 2021 | $5,184,000 | +1.3% | 45,871 | -6.9% | 0.00% | – |
| Q3 2021 | $5,119,000 | -4.2% | 49,287 | -3.9% | 0.00% | – |
| Q2 2021 | $5,346,000 | +6.4% | 51,268 | -1.3% | 0.00% | – |
| Q1 2021 | $5,025,000 | +3.8% | 51,951 | -2.3% | 0.00% | – |
| Q4 2020 | $4,841,000 | +10.8% | 53,201 | -3.0% | 0.00% | – |
| Q3 2020 | $4,369,000 | -6.4% | 54,860 | -13.6% | 0.00% | – |
| Q2 2020 | $4,666,000 | +8.3% | 63,505 | -11.0% | 0.00% | – |
| Q1 2020 | $4,310,000 | -42.0% | 71,320 | -26.2% | 0.00% | – |
| Q4 2019 | $7,425,000 | +0.1% | 96,580 | -7.5% | 0.00% | – |
| Q3 2019 | $7,419,000 | -8.9% | 104,458 | -9.5% | 0.00% | – |
| Q2 2019 | $8,143,000 | -4.1% | 115,456 | -7.5% | 0.00% | – |
| Q1 2019 | $8,494,000 | +0.5% | 124,826 | -11.5% | 0.00% | – |
| Q4 2018 | $8,449,000 | -7.8% | 140,988 | +8.3% | 0.00% | – |
| Q3 2018 | $9,166,000 | +3.4% | 130,222 | -3.0% | 0.00% | – |
| Q2 2018 | $8,862,000 | -4.1% | 134,287 | -7.3% | 0.00% | – |
| Q1 2018 | $9,242,000 | +1.3% | 144,881 | +2.5% | 0.00% | – |
| Q4 2017 | $9,121,000 | +2.2% | 141,372 | -3.5% | 0.00% | – |
| Q3 2017 | $8,922,000 | -2.5% | 146,479 | -6.4% | 0.00% | – |
| Q2 2017 | $9,150,000 | -0.9% | 156,522 | -3.2% | 0.00% | -100.0% |
| Q1 2017 | $9,230,000 | -3.0% | 161,751 | -7.9% | 0.00% | -92.3% |
| Q4 2016 | $9,520,000 | -5.1% | 175,710 | -8.3% | 0.01% | -7.1% |
| Q3 2016 | $10,027,000 | -0.5% | 191,652 | -4.3% | 0.01% | -6.7% |
| Q2 2016 | $10,075,000 | +6.0% | 200,293 | +3.8% | 0.02% | 0.0% |
| Q1 2016 | $9,509,000 | -0.3% | 192,957 | -0.7% | 0.02% | +7.1% |
| Q4 2015 | $9,533,000 | – | 194,398 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |