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 | $548,250 | -58.5% | 10,998 | -56.9% | 0.02% | -55.6% |
| Q2 2023 | $1,320,418 | +65.3% | 25,540 | +53.0% | 0.05% | +58.8% |
| Q1 2023 | $798,568 | +7.1% | 16,689 | +0.3% | 0.03% | 0.0% |
| Q4 2022 | $745,369 | +7.6% | 16,634 | +0.8% | 0.03% | +3.0% |
| Q3 2022 | $693,000 | +14.0% | 16,509 | +19.9% | 0.03% | +22.2% |
| Q2 2022 | $608,000 | -17.1% | 13,769 | +0.3% | 0.03% | -6.9% |
| Q1 2022 | $733,000 | -5.3% | 13,725 | +100.5% | 0.03% | 0.0% |
| Q4 2021 | $774,000 | +9.2% | 6,846 | +0.3% | 0.03% | -3.3% |
| Q3 2021 | $709,000 | -0.1% | 6,825 | +0.2% | 0.03% | +3.4% |
| Q2 2021 | $710,000 | +8.1% | 6,808 | +0.3% | 0.03% | +3.6% |
| Q1 2021 | $657,000 | +6.7% | 6,791 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $616,000 | +21.7% | 6,775 | +6.7% | 0.03% | +16.7% |
| Q3 2020 | $506,000 | +9.5% | 6,352 | +0.9% | 0.02% | -7.7% |
| Q2 2020 | $462,000 | +21.9% | 6,295 | +0.5% | 0.03% | +8.3% |
| Q1 2020 | $379,000 | -21.4% | 6,265 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $482,000 | +9.3% | 6,265 | +1.0% | 0.02% | +4.3% |
| Q3 2019 | $441,000 | +12.2% | 6,206 | +11.5% | 0.02% | +4.5% |
| Q2 2019 | $393,000 | +17.0% | 5,567 | +12.8% | 0.02% | +10.0% |
| Q1 2019 | $336,000 | +31.8% | 4,934 | +16.2% | 0.02% | +17.6% |
| Q4 2018 | $255,000 | +17.0% | 4,247 | +37.4% | 0.02% | +30.8% |
| Q3 2018 | $218,000 | +4260.0% | 3,091 | +2872.1% | 0.01% | +1200.0% |
| Q3 2016 | $5,000 | -98.3% | 104 | -98.2% | 0.00% | -96.9% |
| Q2 2016 | $289,000 | +2.5% | 5,747 | +0.5% | 0.03% | -3.0% |
| Q1 2016 | $282,000 | +1.1% | 5,718 | +0.5% | 0.03% | 0.0% |
| Q4 2015 | $279,000 | -15.5% | 5,689 | -20.1% | 0.03% | -26.7% |
| Q3 2015 | $330,000 | +34.1% | 7,117 | +45.6% | 0.04% | +40.6% |
| Q2 2015 | $246,000 | +0.4% | 4,889 | +0.5% | 0.03% | -3.0% |
| Q1 2015 | $245,000 | +1.7% | 4,863 | +0.4% | 0.03% | -5.7% |
| Q4 2014 | $241,000 | +5.2% | 4,842 | +0.4% | 0.04% | -5.4% |
| Q3 2014 | $229,000 | 0.0% | 4,821 | +0.4% | 0.04% | -5.1% |
| Q2 2014 | $229,000 | +5.0% | 4,800 | +0.5% | 0.04% | -4.9% |
| Q1 2014 | $218,000 | +1.9% | 4,778 | +0.5% | 0.04% | -6.8% |
| Q4 2013 | $214,000 | -53.2% | 4,756 | -57.2% | 0.04% | -61.1% |
| Q3 2013 | $457,000 | +14.0% | 11,121 | +7.9% | 0.11% | -6.6% |
| Q2 2013 | $401,000 | – | 10,302 | – | 0.12% | – |
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% |