SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,592,555 | -12.0% | 52,007 | -8.8% | 1.14% | -8.3% |
| Q2 2023 | $2,946,909 | +0.5% | 57,000 | -7.0% | 1.25% | +22.1% |
| Q1 2023 | $2,932,165 | -0.5% | 61,278 | -6.8% | 1.02% | -0.6% |
| Q4 2022 | $2,947,132 | +4.0% | 65,770 | -2.6% | 1.03% | -13.9% |
| Q3 2022 | $2,834,000 | -8.3% | 67,499 | -3.5% | 1.20% | -17.5% |
| Q2 2022 | $3,092,000 | -17.8% | 69,977 | -0.7% | 1.45% | +0.3% |
| Q1 2022 | $3,763,000 | -8.6% | 70,485 | +93.6% | 1.44% | +1.3% |
| Q4 2021 | $4,115,000 | +5.7% | 36,410 | -2.9% | 1.43% | +1.1% |
| Q3 2021 | $3,893,000 | -4.0% | 37,481 | -3.7% | 1.41% | -3.5% |
| Q2 2021 | $4,056,000 | +6.5% | 38,901 | -1.2% | 1.46% | -5.3% |
| Q1 2021 | $3,807,000 | +6.3% | 39,365 | +0.0% | 1.54% | -0.1% |
| Q4 2020 | $3,581,000 | +12.5% | 39,355 | -1.5% | 1.54% | +2.2% |
| Q3 2020 | $3,183,000 | +9.6% | 39,972 | +1.2% | 1.51% | +2.5% |
| Q2 2020 | $2,903,000 | +25.1% | 39,516 | +2.9% | 1.48% | +7.0% |
| Q1 2020 | $2,321,000 | -20.3% | 38,416 | +1.4% | 1.38% | +7.2% |
| Q4 2019 | $2,912,000 | +7.6% | 37,873 | -0.7% | 1.29% | +9.1% |
| Q3 2019 | $2,707,000 | +0.9% | 38,123 | +0.3% | 1.18% | -2.3% |
| Q2 2019 | $2,682,000 | -78.6% | 38,024 | -79.4% | 1.21% | -79.0% |
| Q1 2019 | $12,552,000 | +18.6% | 184,453 | +4.5% | 5.74% | -9.6% |
| Q4 2018 | $10,582,000 | -14.9% | 176,567 | -0.0% | 6.35% | -10.2% |
| Q3 2018 | $12,434,000 | -28.1% | 176,641 | -32.6% | 7.07% | -19.3% |
| Q2 2018 | $17,302,000 | +2.4% | 262,189 | -1.0% | 8.76% | -2.1% |
| Q1 2018 | $16,898,000 | +0.0% | 264,897 | +1.1% | 8.95% | +3.6% |
| Q4 2017 | $16,897,000 | +5.2% | 261,893 | -0.7% | 8.64% | -1.3% |
| Q3 2017 | $16,065,000 | +5.3% | 263,746 | +1.1% | 8.74% | -2.5% |
| Q2 2017 | $15,254,000 | +16.3% | 260,934 | +13.5% | 8.97% | +7.3% |
| Q1 2017 | $13,113,000 | +10.5% | 229,804 | +4.9% | 8.36% | -3.0% |
| Q4 2016 | $11,871,000 | -23.0% | 219,097 | -25.6% | 8.62% | -37.2% |
| Q3 2016 | $15,414,000 | -30.3% | 294,601 | -33.0% | 13.72% | -19.0% |
| Q2 2016 | $22,128,000 | +1.7% | 439,923 | -0.4% | 16.93% | +13.3% |
| Q1 2016 | $21,760,000 | +1.4% | 441,552 | +0.9% | 14.95% | -2.0% |
| Q4 2015 | $21,455,000 | +133.7% | 437,504 | +121.0% | 15.26% | +91.0% |
| Q3 2015 | $9,180,000 | +37.5% | 197,937 | +49.0% | 7.99% | +62.1% |
| Q2 2015 | $6,675,000 | +0.5% | 132,887 | +1.0% | 4.93% | -12.1% |
| Q1 2015 | $6,645,000 | +95.6% | 131,631 | +93.0% | 5.60% | +150.3% |
| Q4 2014 | $3,398,000 | – | 68,210 | – | 2.24% | – |
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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% |