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 | $661 | -3.2% | 13,258 | +0.3% | 0.05% | -12.1% |
| Q2 2023 | $683 | -12.8% | 13,213 | -19.3% | 0.06% | -21.6% |
| Q1 2023 | $783 | +8.3% | 16,374 | +1.5% | 0.07% | -10.8% |
| Q4 2022 | $723 | -99.7% | 16,130 | +258.6% | 0.08% | +232.0% |
| Q1 2022 | $240,000 | -9.8% | 4,498 | +91.4% | 0.02% | -13.8% |
| Q4 2021 | $266,000 | +9.0% | 2,350 | 0.0% | 0.03% | -19.4% |
| Q3 2021 | $244,000 | -13.8% | 2,350 | -13.4% | 0.04% | -14.3% |
| Q2 2021 | $283,000 | +7.6% | 2,715 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $263,000 | +24.6% | 2,715 | +17.0% | 0.04% | +31.2% |
| Q4 2020 | $211,000 | – | 2,320 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,241,990 | $140,357,000 | 41.02% |
| Evergreen Advisors, LLC | 988,458 | $111,706,000 | 38.11% |
| Socha Financial Group, LLC | 437,907 | $49,487,823 | 37.57% |
| Strid Group, LLC | 1,183,312 | $133,748,000 | 27.41% |
| Morton Brown Family Wealth, LLC | 312,427 | $35,314,000 | 27.06% |
| AGILIS PARTNERS LLC | 472,544 | $53,402,000 | 26.72% |
| Members Advisory Group LLC | 357,871 | $40,442,000 | 26.70% |
| Evensky & Katz LLC | 2,001,636 | $226,205,000 | 21.79% |
| JBJ Investment Partners, LLC | 802,463 | $90,686,000 | 18.71% |
| Hanson & Doremus Investment Management | 773,553 | $87,419,000 | 18.70% |