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 | $1,610,651 | -3.3% | 32,310 | +0.3% | 0.15% | +2.8% |
| Q2 2023 | $1,665,394 | +6.9% | 32,213 | -1.0% | 0.14% | 0.0% |
| Q1 2023 | $1,557,274 | +2.8% | 32,545 | -3.7% | 0.14% | -4.7% |
| Q4 2022 | $1,514,198 | +1.1% | 33,792 | -5.2% | 0.15% | 0.0% |
| Q3 2022 | $1,497,000 | -4.3% | 35,649 | +0.7% | 0.15% | -3.2% |
| Q2 2022 | $1,565,000 | -66.6% | 35,407 | -59.6% | 0.15% | -47.3% |
| Q1 2022 | $4,681,000 | -59.1% | 87,673 | -13.5% | 0.29% | -58.6% |
| Q4 2021 | $11,454,000 | -6.9% | 101,355 | -14.4% | 0.71% | -17.5% |
| Q3 2021 | $12,297,000 | -9.7% | 118,400 | -9.4% | 0.86% | -5.2% |
| Q2 2021 | $13,621,000 | +3.7% | 130,634 | -3.8% | 0.90% | -3.4% |
| Q1 2021 | $13,129,000 | +3.9% | 135,760 | -2.2% | 0.94% | -8.2% |
| Q4 2020 | $12,631,000 | +10.2% | 138,818 | -3.5% | 1.02% | +3.8% |
| Q3 2020 | $11,459,000 | +8.8% | 143,886 | +0.4% | 0.98% | +15.7% |
| Q2 2020 | $10,532,000 | +35.0% | 143,350 | +11.0% | 0.85% | +17.9% |
| Q1 2020 | $7,801,000 | +10.9% | 129,087 | +41.1% | 0.72% | +20.6% |
| Q4 2019 | $7,035,000 | +20.8% | 91,509 | +11.6% | 0.60% | +11.6% |
| Q3 2019 | $5,825,000 | +6.7% | 82,018 | +6.0% | 0.54% | -11.4% |
| Q2 2019 | $5,459,000 | +6.6% | 77,395 | +2.8% | 0.60% | -3.5% |
| Q1 2019 | $5,122,000 | +8.6% | 75,274 | -4.4% | 0.63% | -4.0% |
| Q4 2018 | $4,716,000 | -16.0% | 78,699 | -1.3% | 0.65% | -7.5% |
| Q3 2018 | $5,612,000 | +2.8% | 79,732 | -3.6% | 0.70% | -4.5% |
| Q2 2018 | $5,458,000 | +33.4% | 82,715 | +29.0% | 0.74% | +30.6% |
| Q1 2018 | $4,091,000 | +81.5% | 64,128 | +83.6% | 0.56% | +65.2% |
| Q4 2017 | $2,254,000 | – | 34,930 | – | 0.34% | – |
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% |