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 | $457,773 | +12.1% | 9,183 | +16.2% | 0.03% | +14.8% |
| Q2 2023 | $408,483 | +28.5% | 7,901 | +11.4% | 0.03% | -3.6% |
| Q4 2022 | $317,882 | -61.3% | 7,094 | -63.8% | 0.03% | -63.6% |
| Q3 2022 | $822,000 | +25.7% | 19,584 | +32.3% | 0.08% | +24.2% |
| Q2 2022 | $654,000 | +11.2% | 14,806 | +34.4% | 0.06% | +29.2% |
| Q1 2022 | $588,000 | +4.6% | 11,018 | +121.5% | 0.05% | +6.7% |
| Q4 2021 | $562,000 | +13.5% | 4,974 | +4.3% | 0.04% | -29.7% |
| Q3 2021 | $495,000 | +50.9% | 4,768 | +51.6% | 0.06% | +88.2% |
| Q2 2021 | $328,000 | -13.5% | 3,146 | -19.8% | 0.03% | -26.1% |
| Q1 2021 | $379,000 | +49.2% | 3,921 | +40.1% | 0.05% | +31.4% |
| Q4 2020 | $254,000 | – | 2,799 | – | 0.04% | – |
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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% |