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 | $39,208,625 | -3.3% | 786,532 | +0.3% | 2.97% | -0.3% |
| Q2 2023 | $40,546,695 | +5.9% | 784,268 | -2.0% | 2.98% | +0.4% |
| Q1 2023 | $38,278,022 | +9.1% | 799,958 | +2.1% | 2.97% | -9.2% |
| Q4 2022 | $35,099,189 | +50.9% | 783,289 | +41.4% | 3.27% | +45.9% |
| Q3 2022 | $23,262,000 | +15.6% | 553,997 | +21.6% | 2.24% | +13.4% |
| Q2 2022 | $20,127,000 | -10.7% | 455,470 | +7.8% | 1.98% | -6.8% |
| Q1 2022 | $22,550,000 | -10.9% | 422,372 | +88.6% | 2.12% | +1.6% |
| Q4 2021 | $25,319,000 | +10.1% | 224,004 | +1.2% | 2.09% | +1.6% |
| Q3 2021 | $22,998,000 | +4.9% | 221,437 | +5.3% | 2.06% | +3.0% |
| Q2 2021 | $21,929,000 | +8.3% | 210,311 | +0.5% | 2.00% | -9.9% |
| Q1 2021 | $20,246,000 | +8.2% | 209,348 | +1.8% | 2.21% | +3.7% |
| Q4 2020 | $18,712,000 | +15.4% | 205,653 | +1.0% | 2.13% | -3.9% |
| Q3 2020 | $16,219,000 | +10.1% | 203,659 | +1.6% | 2.22% | +0.3% |
| Q2 2020 | $14,731,000 | +20.1% | 200,508 | -1.2% | 2.21% | -4.7% |
| Q1 2020 | $12,265,000 | +4002.0% | 202,967 | +5127.1% | 2.32% | +4283.0% |
| Q4 2019 | $299,000 | -6.3% | 3,883 | -13.7% | 0.05% | -14.5% |
| Q3 2019 | $319,000 | +0.3% | 4,499 | +0.3% | 0.06% | 0.0% |
| Q2 2019 | $318,000 | +4.3% | 4,487 | 0.0% | 0.06% | +5.1% |
| Q1 2019 | $305,000 | +13.8% | 4,487 | +0.3% | 0.06% | -4.8% |
| Q4 2018 | $268,000 | – | 4,473 | – | 0.06% | – |
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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% |