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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $98,000 | -16.9% | 2,218 | +0.0% | 0.06% | -6.7% |
| Q1 2022 | $118,000 | -8.5% | 2,217 | +93.5% | 0.06% | -20.0% |
| Q4 2021 | $129,000 | -32.5% | 1,146 | -37.5% | 0.08% | -13.8% |
| Q3 2021 | $191,000 | 0.0% | 1,834 | 0.0% | 0.09% | +3.6% |
| Q2 2021 | $191,000 | +7.9% | 1,834 | +0.1% | 0.08% | +10.5% |
| Q1 2021 | $177,000 | +8.6% | 1,833 | +2.1% | 0.08% | 0.0% |
| Q4 2020 | $163,000 | +14.0% | 1,796 | +0.1% | 0.08% | -9.5% |
| Q3 2020 | $143,000 | +8.3% | 1,795 | +0.1% | 0.08% | +1.2% |
| Q2 2020 | $132,000 | +123.7% | 1,794 | +84.2% | 0.08% | +93.0% |
| Q1 2020 | $59,000 | +103.4% | 974 | +161.8% | 0.04% | +207.1% |
| Q4 2019 | $29,000 | – | 372 | – | 0.01% | – |
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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% |