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 | $6,995,858 | -5.3% | 140,338 | -1.8% | 1.02% | -7.5% |
| Q2 2023 | $7,386,973 | +8.0% | 142,881 | 0.0% | 1.11% | +1.3% |
| Q1 2023 | $6,836,848 | +6.8% | 142,881 | +0.0% | 1.09% | -1.4% |
| Q4 2022 | $6,402,460 | +15.1% | 142,880 | +7.9% | 1.11% | +10.7% |
| Q3 2022 | $5,563,000 | -6.3% | 132,479 | -1.4% | 1.00% | -2.0% |
| Q2 2022 | $5,939,000 | -26.2% | 134,389 | -10.8% | 1.02% | -13.4% |
| Q1 2022 | $8,048,000 | -1.8% | 150,733 | +107.8% | 1.18% | +1.8% |
| Q4 2021 | $8,197,000 | +8.5% | 72,534 | -0.3% | 1.16% | +7.1% |
| Q3 2021 | $7,553,000 | -0.2% | 72,719 | +0.2% | 1.08% | -4.2% |
| Q2 2021 | $7,571,000 | +7.8% | 72,608 | +0.0% | 1.13% | +3.9% |
| Q1 2021 | $7,021,000 | +4.4% | 72,603 | -1.8% | 1.09% | -9.3% |
| Q4 2020 | $6,728,000 | +14.2% | 73,946 | -0.0% | 1.20% | +10.9% |
| Q3 2020 | $5,890,000 | +8.5% | 73,963 | +0.1% | 1.08% | -3.0% |
| Q2 2020 | $5,429,000 | +18.9% | 73,888 | -2.2% | 1.12% | +0.8% |
| Q1 2020 | $4,566,000 | -41.5% | 75,558 | -25.6% | 1.11% | -26.1% |
| Q4 2019 | $7,804,000 | +3.2% | 101,510 | -4.7% | 1.50% | -10.8% |
| Q3 2019 | $7,564,000 | +0.5% | 106,508 | -0.2% | 1.68% | -28.9% |
| Q2 2019 | $7,526,000 | +5.0% | 106,703 | +1.3% | 2.36% | +24.4% |
| Q1 2019 | $7,165,000 | +70.0% | 105,288 | +49.7% | 1.90% | +27.9% |
| Q4 2018 | $4,215,000 | +102.5% | 70,331 | +137.9% | 1.48% | +225.0% |
| Q3 2018 | $2,081,000 | +7.5% | 29,559 | +0.7% | 0.46% | +4.8% |
| Q2 2018 | $1,936,000 | -11.4% | 29,341 | -14.3% | 0.44% | -18.4% |
| Q1 2018 | $2,185,000 | -13.8% | 34,251 | -12.8% | 0.53% | -15.1% |
| Q4 2017 | $2,536,000 | +1.6% | 39,298 | -4.1% | 0.63% | +1.3% |
| Q3 2017 | $2,495,000 | -5.8% | 40,961 | -9.6% | 0.62% | -11.7% |
| Q2 2017 | $2,650,000 | +1.8% | 45,328 | -0.7% | 0.70% | -0.7% |
| Q1 2017 | $2,604,000 | +15.4% | 45,638 | +9.6% | 0.71% | +5.5% |
| Q4 2016 | $2,256,000 | +6.7% | 41,633 | +3.1% | 0.67% | +6.3% |
| Q3 2016 | $2,114,000 | +4.2% | 40,396 | +0.1% | 0.63% | -4.5% |
| Q2 2016 | $2,029,000 | +2.2% | 40,344 | +0.2% | 0.66% | -15.5% |
| Q1 2016 | $1,985,000 | -93.0% | 40,271 | -93.0% | 0.78% | -92.3% |
| Q4 2015 | $28,374,000 | +1685.7% | 578,599 | +1588.9% | 10.11% | +1619.9% |
| Q3 2015 | $1,589,000 | -94.1% | 34,259 | -93.7% | 0.59% | -93.7% |
| Q2 2015 | $27,124,000 | +3.4% | 539,996 | +3.9% | 9.32% | +2.5% |
| Q1 2015 | $26,228,000 | +12.7% | 519,575 | +11.3% | 9.09% | +6.1% |
| Q4 2014 | $23,263,000 | +34.2% | 466,936 | +28.1% | 8.57% | +29.5% |
| Q3 2014 | $17,331,000 | +14.2% | 364,470 | +14.6% | 6.62% | +14.2% |
| Q2 2014 | $15,178,000 | +17.9% | 318,070 | +13.0% | 5.80% | +19.0% |
| Q1 2014 | $12,871,000 | +33.0% | 281,577 | +30.9% | 4.87% | +28.4% |
| Q4 2013 | $9,681,000 | +26.4% | 215,076 | +15.4% | 3.79% | +14.1% |
| Q3 2013 | $7,659,000 | +77.0% | 186,401 | +67.6% | 3.32% | +56.8% |
| Q2 2013 | $4,328,000 | – | 111,228 | – | 2.12% | – |
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% |