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 | $837,079 | -2.5% | 16,792 | +1.1% | 0.10% | +1.0% |
| Q2 2023 | $858,761 | +12.2% | 16,610 | +3.8% | 0.10% | +5.1% |
| Q1 2023 | $765,642 | +9.9% | 16,001 | +2.9% | 0.10% | +4.2% |
| Q4 2022 | $696,920 | +10.1% | 15,553 | +3.2% | 0.10% | +4.4% |
| Q3 2022 | $633,000 | -17.3% | 15,068 | -12.9% | 0.09% | -10.8% |
| Q2 2022 | $765,000 | -18.4% | 17,308 | -1.5% | 0.10% | -4.7% |
| Q1 2022 | $938,000 | -16.4% | 17,575 | +77.0% | 0.11% | -15.1% |
| Q4 2021 | $1,122,000 | +5.6% | 9,930 | -2.9% | 0.13% | -6.0% |
| Q3 2021 | $1,062,000 | +0.2% | 10,228 | +0.6% | 0.13% | -0.7% |
| Q2 2021 | $1,060,000 | +2.4% | 10,170 | -5.0% | 0.14% | -3.6% |
| Q1 2021 | $1,035,000 | +6.6% | 10,706 | +0.4% | 0.14% | -1.4% |
| Q4 2020 | $971,000 | +7.4% | 10,666 | -6.0% | 0.14% | -4.1% |
| Q3 2020 | $904,000 | +7.2% | 11,351 | -1.1% | 0.15% | -0.7% |
| Q2 2020 | $843,000 | +23.2% | 11,474 | +1.4% | 0.15% | +3.5% |
| Q1 2020 | $684,000 | -21.4% | 11,321 | +0.0% | 0.14% | +3.6% |
| Q4 2019 | $870,000 | +39.4% | 11,320 | +28.8% | 0.14% | +27.5% |
| Q3 2019 | $624,000 | -0.5% | 8,789 | -1.1% | 0.11% | -3.5% |
| Q2 2019 | $627,000 | +1.5% | 8,889 | -2.1% | 0.11% | -1.7% |
| Q1 2019 | $618,000 | +24.6% | 9,083 | +9.7% | 0.12% | +8.5% |
| Q4 2018 | $496,000 | -12.1% | 8,277 | +3.3% | 0.11% | +1.0% |
| Q3 2018 | $564,000 | +14.2% | 8,014 | +7.1% | 0.10% | +8.2% |
| Q2 2018 | $494,000 | +2.9% | 7,481 | -0.6% | 0.10% | -1.0% |
| Q1 2018 | $480,000 | -10.9% | 7,523 | -10.0% | 0.10% | -8.4% |
| Q4 2017 | $539,000 | +6.5% | 8,355 | +0.5% | 0.11% | +0.9% |
| Q3 2017 | $506,000 | +6.1% | 8,314 | +1.8% | 0.11% | +1.9% |
| Q2 2017 | $477,000 | +12.2% | 8,166 | +9.7% | 0.10% | +8.3% |
| Q1 2017 | $425,000 | +16.1% | 7,442 | +10.2% | 0.10% | +9.1% |
| Q4 2016 | $366,000 | +32.6% | 6,751 | +27.8% | 0.09% | +27.5% |
| Q3 2016 | $276,000 | -7.1% | 5,281 | -10.7% | 0.07% | -11.5% |
| Q2 2016 | $297,000 | -1.7% | 5,913 | -3.4% | 0.08% | -6.0% |
| Q1 2016 | $302,000 | +17.1% | 6,122 | +16.6% | 0.08% | +12.2% |
| Q4 2015 | $258,000 | -39.7% | 5,252 | -38.3% | 0.07% | -39.8% |
| Q2 2015 | $428,000 | +1.4% | 8,518 | +2.0% | 0.12% | 0.0% |
| Q1 2015 | $422,000 | +0.2% | 8,350 | -1.1% | 0.12% | -0.8% |
| Q4 2014 | $421,000 | +6.3% | 8,446 | +1.5% | 0.12% | +0.8% |
| Q3 2014 | $396,000 | +8.5% | 8,323 | +8.7% | 0.12% | +6.0% |
| Q2 2014 | $365,000 | +11.6% | 7,657 | +7.0% | 0.12% | +4.5% |
| Q1 2014 | $327,000 | +4.1% | 7,153 | +2.7% | 0.11% | +1.8% |
| Q4 2013 | $314,000 | – | 6,967 | – | 0.11% | – |
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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% |