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 | $222,830 | -9.9% | 4,470 | -6.5% | 0.03% | 0.0% |
| Q2 2023 | $247,178 | +10.0% | 4,781 | +1.8% | 0.03% | +3.4% |
| Q1 2023 | $224,799 | +7.0% | 4,698 | +0.2% | 0.03% | +3.6% |
| Q4 2022 | $210,159 | +8.3% | 4,690 | +1.5% | 0.03% | +12.0% |
| Q3 2022 | $194,000 | -2.5% | 4,621 | +2.8% | 0.02% | -7.4% |
| Q2 2022 | $199,000 | -13.9% | 4,497 | +3.7% | 0.03% | -6.9% |
| Q1 2022 | $231,000 | -9.1% | 4,336 | +93.2% | 0.03% | +3.6% |
| Q4 2021 | $254,000 | +2.8% | 2,244 | -5.6% | 0.03% | -6.7% |
| Q3 2021 | $247,000 | -5.7% | 2,378 | -5.2% | 0.03% | -6.2% |
| Q2 2021 | $262,000 | +1.9% | 2,509 | -5.5% | 0.03% | -5.9% |
| Q1 2021 | $257,000 | +2.0% | 2,655 | -4.0% | 0.03% | 0.0% |
| Q4 2020 | $252,000 | +11.0% | 2,767 | -3.0% | 0.03% | -5.6% |
| Q3 2020 | $227,000 | 0.0% | 2,852 | -7.5% | 0.04% | -10.0% |
| Q2 2020 | $227,000 | +18.2% | 3,084 | -2.7% | 0.04% | -9.1% |
| Q1 2020 | $192,000 | -39.8% | 3,169 | -23.7% | 0.04% | -31.2% |
| Q4 2019 | $319,000 | -2.4% | 4,152 | -9.8% | 0.06% | -13.5% |
| Q3 2019 | $327,000 | -2.1% | 4,604 | -2.9% | 0.07% | -6.3% |
| Q2 2019 | $334,000 | +4.4% | 4,740 | +0.9% | 0.08% | 0.0% |
| Q1 2019 | $320,000 | +15.1% | 4,696 | +1.3% | 0.08% | -1.2% |
| Q4 2018 | $278,000 | -21.9% | 4,638 | -8.4% | 0.08% | -18.4% |
| Q3 2018 | $356,000 | -1.4% | 5,061 | -7.4% | 0.10% | -7.5% |
| Q2 2018 | $361,000 | -0.8% | 5,465 | -4.3% | 0.11% | +1.9% |
| Q1 2018 | $364,000 | +6.4% | 5,710 | +7.8% | 0.10% | +2.0% |
| Q4 2017 | $342,000 | +3.6% | 5,295 | -2.3% | 0.10% | +209.1% |
| Q3 2017 | $330,000 | +4.8% | 5,418 | +0.4% | 0.03% | -65.6% |
| Q2 2017 | $315,000 | +8.2% | 5,396 | +5.9% | 0.10% | +2.1% |
| Q1 2017 | $291,000 | +12.8% | 5,093 | +6.9% | 0.09% | +14.6% |
| Q4 2016 | $258,000 | -4.1% | 4,763 | -7.4% | 0.08% | -3.5% |
| Q3 2016 | $269,000 | -7.2% | 5,146 | -10.7% | 0.08% | -10.5% |
| Q2 2016 | $290,000 | +0.7% | 5,765 | -1.5% | 0.10% | +14.5% |
| Q1 2016 | $288,000 | +9.1% | 5,852 | +8.8% | 0.08% | +10.7% |
| Q4 2015 | $264,000 | +2.7% | 5,381 | -2.8% | 0.08% | -8.5% |
| Q3 2015 | $257,000 | -0.4% | 5,534 | +7.7% | 0.08% | -1.2% |
| Q2 2015 | $258,000 | +13.7% | 5,136 | +14.3% | 0.08% | +20.3% |
| Q1 2015 | $227,000 | +149.5% | 4,492 | +146.5% | 0.07% | +146.4% |
| Q4 2014 | $91,000 | +145.9% | 1,822 | +132.7% | 0.03% | +133.3% |
| Q3 2014 | $37,000 | +32.1% | 783 | +34.8% | 0.01% | +33.3% |
| Q2 2014 | $28,000 | +2700.0% | 581 | +4369.2% | 0.01% | – |
| Q1 2014 | $1,000 | – | 13 | – | 0.00% | – |
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% |