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 | $94,627 | +1.9% | 1,898,228 | +5.7% | 19.52% | +1.1% |
| Q2 2023 | $92,818 | +10.3% | 1,795,322 | +2.1% | 19.31% | +3.2% |
| Q1 2023 | $84,164 | +5.1% | 1,758,910 | -1.6% | 18.71% | +8.5% |
| Q4 2022 | $80,115 | -99.9% | 1,787,874 | +7.1% | 17.25% | -4.8% |
| Q3 2022 | $70,112,000 | -3.4% | 1,669,741 | +1.6% | 18.12% | +2.1% |
| Q2 2022 | $72,593,000 | -16.3% | 1,642,739 | +1.2% | 17.74% | -4.9% |
| Q1 2022 | $86,699,000 | -0.8% | 1,623,877 | +109.9% | 18.66% | -0.2% |
| Q4 2021 | $87,419,000 | +10.7% | 773,553 | +1.8% | 18.70% | +2.5% |
| Q3 2021 | $78,942,000 | +30.7% | 760,080 | +0.2% | 18.25% | +1.2% |
| Q2 2021 | $60,397,000 | -19.2% | 758,369 | -1.9% | 18.03% | +4.3% |
| Q1 2021 | $74,728,000 | +6.2% | 772,706 | -0.1% | 17.29% | -1.1% |
| Q4 2020 | $70,374,000 | +16.5% | 773,425 | +2.0% | 17.48% | -3.0% |
| Q3 2020 | $60,397,000 | +7.4% | 758,369 | -0.9% | 18.03% | +1.2% |
| Q2 2020 | $56,236,000 | +24.7% | 765,427 | +2.6% | 17.81% | +16.2% |
| Q1 2020 | $45,094,000 | -19.9% | 746,223 | +1.9% | 15.33% | -5.1% |
| Q4 2019 | $56,302,000 | +11.5% | 732,341 | +3.0% | 16.15% | +2.9% |
| Q3 2019 | $50,503,000 | +3.7% | 711,105 | +3.0% | 15.70% | +1.7% |
| Q2 2019 | $48,686,000 | +11.2% | 690,286 | +7.3% | 15.43% | +7.1% |
| Q1 2019 | $43,766,000 | +10.9% | 643,144 | -2.3% | 14.41% | +1.0% |
| Q4 2018 | $39,456,000 | -10.8% | 658,365 | +4.7% | 14.26% | +3.0% |
| Q3 2018 | $44,252,000 | +11.5% | 628,662 | +4.5% | 13.84% | +6.1% |
| Q2 2018 | $39,684,000 | +5.8% | 601,370 | +2.2% | 13.04% | +12.3% |
| Q1 2018 | $37,518,000 | +6.5% | 588,154 | +7.7% | 11.62% | -0.9% |
| Q4 2017 | $35,226,000 | +10.5% | 545,970 | +4.3% | 11.73% | +5.3% |
| Q3 2017 | $31,879,000 | +13.1% | 523,386 | +8.5% | 11.13% | +6.9% |
| Q2 2017 | $28,189,000 | +35.5% | 482,191 | +32.3% | 10.42% | +25.1% |
| Q1 2017 | $20,797,000 | -99.9% | 364,476 | +14.5% | 8.32% | +11.8% |
| Q4 2016 | $17,241,952,000 | +145022.1% | 318,235 | +40.1% | 7.45% | +35.0% |
| Q3 2016 | $11,881,000 | -30.6% | 227,083 | -33.3% | 5.52% | -29.0% |
| Q2 2016 | $17,123,000 | +5.0% | 340,416 | +2.9% | 7.76% | +5.3% |
| Q1 2016 | $16,307,000 | -2.3% | 330,908 | -2.7% | 7.37% | -2.7% |
| Q4 2015 | $16,686,000 | +14.3% | 340,246 | +8.1% | 7.58% | +7.8% |
| Q3 2015 | $14,601,000 | -4.8% | 314,812 | +3.1% | 7.03% | +7.4% |
| Q2 2015 | $15,336,000 | +4.8% | 305,306 | +5.4% | 6.54% | +6.0% |
| Q1 2015 | $14,627,000 | +34.4% | 289,756 | +32.7% | 6.18% | +32.2% |
| Q4 2014 | $10,880,000 | +41.7% | 218,393 | +35.2% | 4.67% | +34.3% |
| Q3 2014 | $7,679,000 | +112.2% | 161,487 | +113.0% | 3.48% | +108.9% |
| Q2 2014 | $3,618,000 | +247.9% | 75,814 | +233.0% | 1.66% | +239.8% |
| Q1 2014 | $1,040,000 | +5677.8% | 22,768 | +5723.0% | 0.49% | +5344.4% |
| Q4 2013 | $18,000 | +260.0% | 391 | +225.8% | 0.01% | +200.0% |
| Q3 2013 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | – | 120 | – | 0.00% | – |
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% |