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 | $352,418 | -3.6% | 7,069 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $365,496 | +8.0% | 7,069 | 0.0% | 0.03% | +3.1% |
| Q1 2023 | $338,278 | +6.8% | 7,069 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $316,787 | -99.9% | 7,069 | 0.0% | 0.03% | -3.0% |
| Q3 2022 | $296,851,000 | -5.0% | 7,069 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $312,404,000 | -17.2% | 7,069 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $377,444,000 | -5.5% | 7,069 | +100.0% | 0.04% | -2.7% |
| Q4 2021 | $399,466,000 | +8.8% | 3,534 | 0.0% | 0.04% | +5.7% |
| Q3 2021 | $367,122,000 | -0.4% | 3,534 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $368,572,000 | +7.8% | 3,534 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $341,849,000 | +6.3% | 3,534 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $321,630,000 | +14.3% | 3,534 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $281,510,000 | +8.4% | 3,534 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $259,700,000 | +21.6% | 3,534 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $213,607,000 | -80.9% | 3,534 | -88.3% | 0.04% | -74.1% |
| Q3 2019 | $1,117,296,000 | +348.2% | 30,277 | +756.7% | 0.14% | +335.5% |
| Q2 2019 | $249,308,000 | +3.6% | 3,534 | 0.0% | 0.03% | -6.1% |
| Q1 2019 | $240,542,000 | -3.3% | 3,534 | 0.0% | 0.03% | -2.9% |
| Q3 2018 | $248,813,000 | +6.7% | 3,534 | -0.0% | 0.03% | 0.0% |
| Q2 2018 | $233,260,000 | +103571.1% | 3,535 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $225,000 | -1.3% | 3,535 | 0.0% | 0.04% | -7.9% |
| Q4 2017 | $228,000 | +6.0% | 3,535 | +0.2% | 0.04% | -2.6% |
| Q3 2017 | $215,000 | +4.9% | 3,529 | +0.4% | 0.04% | 0.0% |
| Q2 2017 | $205,000 | – | 3,514 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |