SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $235 | +3.1% | 3,740 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $228 | +9.6% | 3,740 | 0.0% | 0.02% | -5.0% |
| Q4 2023 | $208 | +11.8% | 3,740 | 0.0% | 0.02% | +5.3% |
| Q3 2023 | $186 | -3.6% | 3,740 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $193 | -6.3% | 3,740 | -13.1% | 0.02% | -9.1% |
| Q1 2023 | $206 | -35.8% | 4,305 | -39.9% | 0.02% | -40.5% |
| Q4 2022 | $321 | -99.9% | 7,160 | -8.3% | 0.04% | -7.5% |
| Q3 2022 | $328,000 | -3.8% | 7,804 | +1.0% | 0.04% | -2.4% |
| Q2 2022 | $341,000 | -12.8% | 7,723 | +5.5% | 0.04% | +2.5% |
| Q1 2022 | $391,000 | +3.4% | 7,320 | +118.6% | 0.04% | +5.3% |
| Q4 2021 | $378,000 | +14.9% | 3,348 | +5.6% | 0.04% | +8.6% |
| Q3 2021 | $329,000 | +13.4% | 3,170 | +13.9% | 0.04% | +12.9% |
| Q2 2021 | $290,000 | +18.9% | 2,782 | +10.5% | 0.03% | +14.8% |
| Q1 2021 | $244,000 | +6.1% | 2,518 | -0.5% | 0.03% | -6.9% |
| Q4 2020 | $230,000 | +21.1% | 2,530 | +6.3% | 0.03% | +7.4% |
| Q3 2020 | $190,000 | +12.4% | 2,380 | +3.6% | 0.03% | 0.0% |
| Q2 2020 | $169,000 | +39.7% | 2,298 | +14.9% | 0.03% | +22.7% |
| Q1 2020 | $121,000 | +39.1% | 2,000 | +77.1% | 0.02% | +83.3% |
| Q4 2019 | $87,000 | +16.0% | 1,129 | +7.5% | 0.01% | +20.0% |
| Q3 2019 | $75,000 | +10.3% | 1,050 | +9.1% | 0.01% | 0.0% |
| Q2 2019 | $68,000 | +36.0% | 962 | +32.1% | 0.01% | +42.9% |
| Q1 2019 | $50,000 | +42.9% | 728 | +23.6% | 0.01% | +40.0% |
| Q4 2018 | $35,000 | – | 589 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |