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 | $5,765,302 | +11.3% | 115,653 | +15.4% | 1.70% | +9.6% |
| Q2 2023 | $5,181,012 | +9.5% | 100,213 | +1.4% | 1.55% | -0.2% |
| Q1 2023 | $4,731,312 | +14.9% | 98,878 | +7.6% | 1.56% | +9.0% |
| Q4 2022 | $4,118,666 | +10.4% | 91,914 | +3.5% | 1.43% | +2.3% |
| Q3 2022 | $3,729,000 | -3.9% | 88,804 | +1.1% | 1.40% | +1.1% |
| Q2 2022 | $3,882,000 | -34.9% | 87,849 | -21.3% | 1.38% | -20.7% |
| Q1 2022 | $5,960,000 | -18.0% | 111,629 | +73.6% | 1.74% | -11.2% |
| Q4 2021 | $7,267,000 | +10.8% | 64,308 | +1.9% | 1.96% | +1.5% |
| Q3 2021 | $6,557,000 | +0.5% | 63,131 | +0.9% | 1.93% | -2.6% |
| Q2 2021 | $6,523,000 | +47.9% | 62,562 | +37.2% | 1.98% | +30.3% |
| Q1 2021 | $4,409,000 | +3.8% | 45,590 | -2.4% | 1.52% | -1.1% |
| Q4 2020 | $4,248,000 | +22.7% | 46,691 | -0.9% | 1.54% | +2.6% |
| Q2 2020 | $3,462,000 | +22.9% | 47,118 | +1.1% | 1.50% | +2.0% |
| Q1 2020 | $2,817,000 | -42.8% | 46,619 | -27.2% | 1.47% | -27.5% |
| Q4 2019 | $4,926,000 | +10.2% | 64,074 | +1.8% | 2.03% | +2.8% |
| Q3 2019 | $4,472,000 | +26.0% | 62,962 | +25.2% | 1.97% | +23.8% |
| Q2 2019 | $3,548,000 | +162.8% | 50,307 | +153.5% | 1.59% | +133.8% |
| Q1 2019 | $1,350,000 | +23.6% | 19,842 | +8.8% | 0.68% | +1.5% |
| Q4 2018 | $1,092,000 | -26.8% | 18,229 | -14.0% | 0.67% | -13.9% |
| Q3 2018 | $1,492,000 | +24.3% | 21,195 | +16.6% | 0.78% | +11.0% |
| Q2 2018 | $1,200,000 | +16.5% | 18,183 | +12.6% | 0.70% | +12.7% |
| Q1 2018 | $1,030,000 | -5.9% | 16,144 | -0.9% | 0.62% | +7.6% |
| Q4 2017 | $1,094,000 | -0.6% | 16,289 | -7.9% | 0.58% | -4.0% |
| Q3 2017 | $1,101,000 | +349.4% | 17,692 | +323.9% | 0.60% | +304.7% |
| Q2 2017 | $245,000 | – | 4,174 | – | 0.15% | – |
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% |