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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $591 | +7.8% | 11,431 | -0.2% | 0.04% | 0.0% |
| Q1 2023 | $548 | +2.6% | 11,459 | -3.8% | 0.04% | -4.3% |
| Q4 2022 | $534 | -99.9% | 11,909 | -4.4% | 0.05% | -6.1% |
| Q3 2022 | $523,000 | -6.1% | 12,459 | -1.2% | 0.05% | +2.1% |
| Q2 2022 | $557,000 | -12.8% | 12,609 | +5.3% | 0.05% | -2.0% |
| Q1 2022 | $639,000 | +1.1% | 11,974 | +114.1% | 0.05% | +11.4% |
| Q4 2021 | $632,000 | +10.9% | 5,592 | +1.9% | 0.04% | -4.3% |
| Q3 2021 | $570,000 | -0.9% | 5,487 | -0.5% | 0.05% | 0.0% |
| Q2 2021 | $575,000 | +8.9% | 5,512 | +0.9% | 0.05% | -2.1% |
| Q1 2021 | $528,000 | +9.8% | 5,462 | -9.5% | 0.05% | -11.3% |
| Q3 2020 | $481,000 | +7.1% | 6,038 | -1.2% | 0.05% | -3.6% |
| Q2 2020 | $449,000 | +3.5% | 6,113 | -14.9% | 0.06% | -12.7% |
| Q1 2020 | $434,000 | -24.4% | 7,185 | -3.8% | 0.06% | -4.5% |
| Q4 2019 | $574,000 | +1.8% | 7,466 | -5.9% | 0.07% | -9.6% |
| Q3 2019 | $564,000 | -13.9% | 7,935 | -14.5% | 0.07% | -17.0% |
| Q2 2019 | $655,000 | +11.4% | 9,284 | +7.5% | 0.09% | +7.3% |
| Q1 2019 | $588,000 | +18.1% | 8,639 | +4.0% | 0.08% | +3.8% |
| Q4 2018 | $498,000 | -14.0% | 8,305 | +1.0% | 0.08% | +2.6% |
| Q3 2018 | $579,000 | +7.2% | 8,219 | +0.5% | 0.08% | -1.3% |
| Q2 2018 | $540,000 | -8.2% | 8,180 | -11.2% | 0.08% | -7.1% |
| Q1 2018 | $588,000 | -6.8% | 9,212 | -5.9% | 0.08% | +1.2% |
| Q4 2017 | $631,000 | +0.6% | 9,787 | -4.9% | 0.08% | -10.8% |
| Q3 2017 | $627,000 | -2.8% | 10,292 | -6.7% | 0.09% | -11.4% |
| Q2 2017 | $645,000 | -9.0% | 11,027 | -11.2% | 0.10% | -14.6% |
| Q1 2017 | $709,000 | -5.1% | 12,417 | -10.0% | 0.12% | -6.1% |
| Q4 2016 | $747,000 | +1.1% | 13,792 | -2.3% | 0.13% | 0.0% |
| Q3 2016 | $739,000 | -0.4% | 14,117 | -4.3% | 0.13% | -7.7% |
| Q2 2016 | $742,000 | -5.1% | 14,745 | -7.1% | 0.14% | -9.0% |
| Q1 2016 | $782,000 | -20.8% | 15,870 | -21.1% | 0.16% | -22.0% |
| Q4 2015 | $987,000 | -20.9% | 20,120 | -25.2% | 0.20% | -19.7% |
| Q3 2015 | $1,247,000 | -18.3% | 26,890 | -11.5% | 0.25% | -9.8% |
| Q2 2015 | $1,526,000 | -38.9% | 30,390 | -38.6% | 0.28% | -41.4% |
| Q1 2015 | $2,498,000 | -11.9% | 49,480 | -13.0% | 0.47% | -15.9% |
| Q4 2014 | $2,835,000 | -9.9% | 56,903 | -14.1% | 0.56% | -17.9% |
| Q3 2014 | $3,148,000 | -8.7% | 66,208 | -8.4% | 0.68% | -10.8% |
| Q2 2014 | $3,449,000 | +2.5% | 72,273 | -1.8% | 0.76% | -3.7% |
| Q1 2014 | $3,364,000 | -10.0% | 73,593 | -11.4% | 0.79% | -13.0% |
| Q4 2013 | $3,737,000 | +4.7% | 83,018 | -4.5% | 0.91% | -9.6% |
| Q3 2013 | $3,570,000 | +3.7% | 86,888 | -1.8% | 1.01% | -1.5% |
| Q2 2013 | $3,442,000 | – | 88,463 | – | 1.02% | – |
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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% |