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 | $6,101,784 | +25.1% | 122,403 | +20.1% | 2.98% | +14.6% |
| Q2 2023 | $4,877,065 | +99901.3% | 101,924 | 0.0% | 2.60% | 0.0% |
| Q1 2023 | $4,877 | +7.2% | 101,924 | +0.4% | 2.60% | +2.9% |
| Q4 2022 | $4,549 | -99.9% | 101,512 | -6.2% | 2.52% | -57.4% |
| Q3 2022 | $4,546,000 | -18.5% | 108,257 | -14.2% | 5.92% | -14.0% |
| Q2 2022 | $5,577,000 | -1.4% | 126,216 | +19.1% | 6.88% | +9.5% |
| Q1 2022 | $5,659,000 | +9.0% | 105,996 | +130.7% | 6.28% | +6.5% |
| Q4 2021 | $5,192,000 | +20.8% | 45,944 | +11.0% | 5.90% | +12.7% |
| Q3 2021 | $4,299,000 | +7.8% | 41,395 | +8.2% | 5.23% | +5.4% |
| Q2 2021 | $3,988,000 | +10.5% | 38,249 | +2.5% | 4.97% | -3.2% |
| Q1 2021 | $3,608,000 | +8.0% | 37,304 | +1.6% | 5.13% | -7.1% |
| Q4 2020 | $3,342,000 | +15.8% | 36,726 | +1.3% | 5.53% | -0.5% |
| Q3 2020 | $2,887,000 | +12.4% | 36,246 | +3.7% | 5.55% | -13.1% |
| Q2 2020 | $2,569,000 | +22.3% | 34,968 | +0.6% | 6.39% | +9.4% |
| Q1 2020 | $2,101,000 | -20.5% | 34,763 | +1.1% | 5.84% | -31.1% |
| Q4 2019 | $2,643,000 | +10.8% | 34,380 | +2.4% | 8.48% | +5.5% |
| Q3 2019 | $2,385,000 | +4.0% | 33,585 | +3.3% | 8.04% | +2.7% |
| Q2 2019 | $2,294,000 | +16.7% | 32,526 | +12.6% | 7.82% | +12.1% |
| Q1 2019 | $1,966,000 | +27.6% | 28,895 | +12.3% | 6.98% | +18.3% |
| Q4 2018 | $1,541,000 | -11.3% | 25,720 | +4.2% | 5.90% | -0.8% |
| Q3 2018 | $1,737,000 | +33.2% | 24,677 | +24.9% | 5.95% | +21.7% |
| Q2 2018 | $1,304,000 | +12.5% | 19,763 | +8.8% | 4.89% | +6.3% |
| Q1 2018 | $1,159,000 | -0.7% | 18,165 | +0.4% | 4.60% | -0.3% |
| Q4 2017 | $1,167,000 | +37.9% | 18,089 | +30.2% | 4.61% | +28.6% |
| Q3 2017 | $846,000 | +13.3% | 13,890 | +8.7% | 3.59% | +0.8% |
| Q2 2017 | $747,000 | +3.0% | 12,776 | +0.5% | 3.56% | +5.1% |
| Q1 2017 | $725,000 | +17.1% | 12,714 | +11.2% | 3.38% | +10.1% |
| Q4 2016 | $619,000 | +19.5% | 11,430 | +15.5% | 3.08% | +13.8% |
| Q3 2016 | $518,000 | +6.8% | 9,897 | +2.6% | 2.70% | +4.7% |
| Q2 2016 | $485,000 | +35.9% | 9,645 | +33.2% | 2.58% | +31.1% |
| Q1 2016 | $357,000 | +33.2% | 7,242 | +32.4% | 1.97% | +25.0% |
| Q4 2015 | $268,000 | -1.8% | 5,469 | -7.0% | 1.58% | -1.6% |
| Q3 2015 | $273,000 | +5.0% | 5,879 | +13.6% | 1.60% | -2.4% |
| Q2 2015 | $260,000 | +52.0% | 5,174 | +52.9% | 1.64% | +45.1% |
| Q1 2015 | $171,000 | +2.4% | 3,384 | +0.7% | 1.13% | -0.6% |
| Q4 2014 | $167,000 | – | 3,359 | – | 1.14% | – |
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% |