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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $37,000 | +8.8% | 330 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $34,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +6.2% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | -44.8% | 330 | -51.5% | 0.00% | 0.0% |
| Q4 2020 | $58,000 | +114.8% | 680 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +17.4% | 340 | +7.9% | 0.00% | +100.0% |
| Q2 2020 | $23,000 | +21.1% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -88.0% | 315 | -85.2% | 0.00% | -80.0% |
| Q4 2019 | $158,000 | +107.9% | 2,130 | +100.0% | 0.01% | 0.0% |
| Q3 2019 | $76,000 | +1.3% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $75,000 | +4.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $72,000 | +12.5% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $64,000 | -14.7% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $75,000 | +7.1% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $70,000 | +2.9% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | -1.4% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $69,000 | +6.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $65,000 | +4.8% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $62,000 | +1.6% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $61,000 | +5.2% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $58,000 | +9.4% | 1,065 | +4.9% | 0.01% | +25.0% |
| Q3 2016 | $53,000 | +3.9% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $51,000 | +2.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $50,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $50,000 | +6.4% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $47,000 | -7.8% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $51,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $51,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $51,000 | +15.9% | 1,015 | +10.9% | 0.00% | 0.0% |
| Q3 2014 | $44,000 | +10.0% | 915 | +8.9% | 0.00% | +33.3% |
| Q2 2014 | $40,000 | +400.0% | 840 | +409.1% | 0.00% | +200.0% |
| Q1 2014 | $8,000 | +14.3% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | +16.7% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 165 | – | 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% |