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 | $914,278 | -3.6% | 18,341 | +0.0% | 0.17% | -10.0% |
| Q2 2023 | $948,105 | +8.1% | 18,339 | +0.0% | 0.19% | -4.5% |
| Q1 2023 | $877,409 | +6.8% | 18,337 | +0.0% | 0.20% | -1.5% |
| Q4 2022 | $821,575 | +6.7% | 18,335 | +0.0% | 0.20% | -4.7% |
| Q3 2022 | $770,000 | -4.9% | 18,332 | +0.0% | 0.21% | -3.2% |
| Q2 2022 | $810,000 | -17.3% | 18,330 | 0.0% | 0.22% | -12.4% |
| Q1 2022 | $979,000 | -5.5% | 18,330 | +100.0% | 0.25% | -9.7% |
| Q4 2021 | $1,036,000 | +8.8% | 9,165 | 0.0% | 0.28% | -26.3% |
| Q3 2021 | $952,000 | +8.8% | 9,165 | +9.3% | 0.38% | +4.2% |
| Q2 2021 | $875,000 | +7.9% | 8,388 | 0.0% | 0.36% | 0.0% |
| Q1 2021 | $811,000 | – | 8,388 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |