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 | $1,583,286 | -3.6% | 31,761 | 0.0% | 0.25% | -1.2% |
| Q2 2023 | $1,642,044 | +6.3% | 31,761 | -1.6% | 0.25% | +4.6% |
| Q1 2023 | $1,544,886 | +6.8% | 32,286 | 0.0% | 0.24% | +0.8% |
| Q4 2022 | $1,446,736 | +12.8% | 32,286 | +5.8% | 0.24% | -3.6% |
| Q3 2022 | $1,282,000 | -9.5% | 30,526 | -4.8% | 0.25% | +3.3% |
| Q2 2022 | $1,417,000 | -27.7% | 32,061 | -12.7% | 0.24% | -14.9% |
| Q1 2022 | $1,960,000 | -10.5% | 36,714 | +89.4% | 0.28% | -8.4% |
| Q4 2021 | $2,190,000 | +8.8% | 19,383 | 0.0% | 0.31% | +1.7% |
| Q3 2021 | $2,013,000 | -24.0% | 19,383 | -23.6% | 0.30% | -22.5% |
| Q2 2021 | $2,647,000 | -2.9% | 25,383 | -9.9% | 0.39% | -8.2% |
| Q1 2021 | $2,726,000 | +3.1% | 28,183 | -3.0% | 0.43% | -1.4% |
| Q4 2020 | $2,644,000 | +8.8% | 29,053 | -4.8% | 0.43% | -4.8% |
| Q3 2020 | $2,430,000 | +1.5% | 30,513 | -6.4% | 0.45% | -6.8% |
| Q2 2020 | $2,395,000 | +18.2% | 32,598 | -2.8% | 0.49% | -2.2% |
| Q1 2020 | $2,027,000 | -50.0% | 33,538 | -36.5% | 0.50% | -39.9% |
| Q4 2019 | $4,058,000 | +131.5% | 52,783 | +113.8% | 0.83% | +114.5% |
| Q3 2019 | $1,753,000 | -20.9% | 24,683 | -21.4% | 0.39% | -20.7% |
| Q2 2019 | $2,215,000 | +4.6% | 31,408 | +1.0% | 0.49% | -0.8% |
| Q1 2019 | $2,117,000 | -42.2% | 31,108 | -49.1% | 0.49% | -49.8% |
| Q4 2018 | $3,662,000 | – | 61,098 | – | 0.98% | – |
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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% |