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 2022 | $302,000 | -10.1% | 7,199 | -5.4% | 0.08% | -3.5% |
| Q2 2022 | $336,000 | -22.2% | 7,611 | -5.9% | 0.09% | -9.5% |
| Q1 2022 | $432,000 | -5.5% | 8,085 | +100.0% | 0.10% | -4.0% |
| Q4 2021 | $457,000 | +8.8% | 4,043 | +0.0% | 0.10% | +2.1% |
| Q3 2021 | $420,000 | -9.3% | 4,042 | -9.0% | 0.10% | -8.5% |
| Q2 2021 | $463,000 | +7.7% | 4,442 | -0.1% | 0.11% | +1.9% |
| Q1 2021 | $430,000 | +6.2% | 4,447 | 0.0% | 0.10% | -1.0% |
| Q4 2020 | $405,000 | +14.4% | 4,447 | 0.0% | 0.10% | +1.9% |
| Q3 2020 | $354,000 | +8.3% | 4,447 | 0.0% | 0.10% | +4.0% |
| Q2 2020 | $327,000 | +21.6% | 4,447 | 0.0% | 0.10% | -2.9% |
| Q1 2020 | $269,000 | -26.5% | 4,447 | -6.7% | 0.10% | -5.6% |
| Q4 2019 | $366,000 | +7.6% | 4,764 | -0.4% | 0.11% | +5.9% |
| Q3 2019 | $340,000 | -0.6% | 4,784 | -1.4% | 0.10% | 0.0% |
| Q2 2019 | $342,000 | +3.6% | 4,853 | 0.0% | 0.10% | +8.5% |
| Q1 2019 | $330,000 | +13.4% | 4,853 | 0.0% | 0.09% | -4.1% |
| Q4 2018 | $291,000 | -14.9% | 4,853 | +0.0% | 0.10% | -3.0% |
| Q3 2018 | $342,000 | +6.9% | 4,852 | 0.0% | 0.10% | -9.0% |
| Q2 2018 | $320,000 | +5.6% | 4,852 | +2.1% | 0.11% | +11.0% |
| Q1 2018 | $303,000 | -1.3% | 4,752 | 0.0% | 0.10% | +5.3% |
| Q4 2017 | $307,000 | +8.9% | 4,752 | +2.6% | 0.10% | +4.4% |
| Q3 2017 | $282,000 | +4.1% | 4,632 | 0.0% | 0.09% | +2.2% |
| Q2 2017 | $271,000 | +45.7% | 4,632 | +41.9% | 0.09% | +34.8% |
| Q1 2017 | $186,000 | +45.3% | 3,265 | +38.1% | 0.07% | +50.0% |
| Q4 2016 | $128,000 | +52.4% | 2,365 | +46.4% | 0.04% | +41.9% |
| Q3 2016 | $84,000 | +1300.0% | 1,615 | +1304.3% | 0.03% | +1450.0% |
| Q2 2016 | $6,000 | 0.0% | 115 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | +20.0% | 115 | 0.0% | 0.00% | +50.0% |
| Q3 2015 | $5,000 | -16.7% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $6,000 | +20.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $5,000 | +25.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,000 | – | 115 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |