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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,675,383 | +5.2% | 55,912 | -1.4% | 0.96% | +0.9% |
| Q4 2022 | $2,542,242 | +9.6% | 56,734 | +2.7% | 0.95% | -0.6% |
| Q3 2022 | $2,320,000 | -4.6% | 55,242 | +0.3% | 0.96% | +0.8% |
| Q2 2022 | $2,433,000 | -16.2% | 55,080 | +1.2% | 0.95% | -6.6% |
| Q1 2022 | $2,905,000 | -7.3% | 54,421 | +96.3% | 1.01% | -4.0% |
| Q4 2021 | $3,134,000 | +9.0% | 27,729 | +0.1% | 1.06% | +1.0% |
| Q3 2021 | $2,876,000 | +0.3% | 27,691 | +0.8% | 1.05% | -1.1% |
| Q2 2021 | $2,866,000 | +9.6% | 27,484 | +1.6% | 1.06% | +3.0% |
| Q1 2021 | $2,616,000 | +7.3% | 27,049 | +0.9% | 1.03% | -2.5% |
| Q4 2020 | $2,439,000 | +14.5% | 26,800 | +0.1% | 1.05% | +1.0% |
| Q3 2020 | $2,131,000 | +8.6% | 26,761 | +0.2% | 1.04% | +1.6% |
| Q2 2020 | $1,962,000 | +14.1% | 26,702 | -6.2% | 1.03% | +2.2% |
| Q1 2020 | $1,720,000 | -18.3% | 28,469 | +4.0% | 1.00% | +1.8% |
| Q4 2019 | $2,104,000 | +8.6% | 27,369 | +0.3% | 0.99% | +0.3% |
| Q3 2019 | $1,937,000 | +3.1% | 27,276 | +2.4% | 0.98% | +1.3% |
| Q2 2019 | $1,879,000 | +14.3% | 26,637 | +10.2% | 0.97% | +8.7% |
| Q1 2019 | $1,644,000 | +10.9% | 24,165 | -2.3% | 0.89% | -3.4% |
| Q4 2018 | $1,482,000 | -15.6% | 24,722 | -0.9% | 0.92% | -8.9% |
| Q3 2018 | $1,756,000 | +9.0% | 24,945 | +2.2% | 1.01% | +1.9% |
| Q2 2018 | $1,611,000 | +7.9% | 24,412 | +4.3% | 1.00% | +8.6% |
| Q1 2018 | $1,493,000 | +14.2% | 23,412 | +15.6% | 0.92% | +14.5% |
| Q4 2017 | $1,307,000 | +6.0% | 20,259 | +0.1% | 0.80% | +0.9% |
| Q3 2017 | $1,233,000 | +4.4% | 20,235 | +0.2% | 0.79% | -1.0% |
| Q2 2017 | $1,181,000 | +2.6% | 20,198 | +0.1% | 0.80% | -3.1% |
| Q1 2017 | $1,151,000 | +17.0% | 20,175 | +11.1% | 0.83% | +9.5% |
| Q4 2016 | $984,000 | – | 18,154 | – | 0.76% | – |
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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% |