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 | $9,101,802 | -4.4% | 182,584 | -0.9% | 4.16% | -2.0% |
| Q2 2023 | $9,520,583 | +7.5% | 184,151 | -0.5% | 4.24% | -0.2% |
| Q1 2023 | $8,857,359 | +5.4% | 185,107 | -1.3% | 4.26% | -3.3% |
| Q4 2022 | $8,401,265 | +2.1% | 187,486 | -4.3% | 4.40% | -5.9% |
| Q3 2022 | $8,229,000 | +5.3% | 195,981 | +10.8% | 4.68% | +9.3% |
| Q2 2022 | $7,817,000 | -7.4% | 176,891 | +11.9% | 4.28% | +1.3% |
| Q1 2022 | $8,441,000 | -4.0% | 158,093 | +103.1% | 4.22% | +1.4% |
| Q4 2021 | $8,796,000 | +2.5% | 77,835 | -5.8% | 4.17% | -5.6% |
| Q3 2021 | $8,584,000 | -2.4% | 82,645 | -2.0% | 4.41% | -3.4% |
| Q2 2021 | $8,792,000 | +2.7% | 84,320 | -4.7% | 4.57% | -4.8% |
| Q1 2021 | $8,560,000 | +6.2% | 88,516 | -0.1% | 4.80% | -1.3% |
| Q4 2020 | $8,064,000 | +10.3% | 88,627 | -3.5% | 4.86% | -6.9% |
| Q3 2020 | $7,313,000 | +5.8% | 91,822 | -2.4% | 5.22% | -3.9% |
| Q2 2020 | $6,913,000 | +25.1% | 94,087 | +2.9% | 5.43% | +2.1% |
| Q1 2020 | $5,526,000 | -25.5% | 91,441 | -5.2% | 5.32% | -8.8% |
| Q4 2019 | $7,415,000 | -3.4% | 96,451 | -10.7% | 5.83% | -10.2% |
| Q3 2019 | $7,674,000 | +0.9% | 108,061 | +0.2% | 6.50% | +0.5% |
| Q2 2019 | $7,607,000 | +1.6% | 107,854 | -1.9% | 6.46% | -4.1% |
| Q1 2019 | $7,484,000 | +6.7% | 109,982 | -6.1% | 6.74% | -5.4% |
| Q4 2018 | $7,016,000 | +121.0% | 117,072 | +159.5% | 7.12% | +153.7% |
| Q3 2018 | $3,175,000 | +5.5% | 45,113 | -1.1% | 2.81% | -0.6% |
| Q2 2018 | $3,009,000 | +27.5% | 45,596 | +23.3% | 2.82% | +25.2% |
| Q1 2018 | $2,360,000 | -4.3% | 36,994 | -3.2% | 2.26% | -3.3% |
| Q4 2017 | $2,466,000 | – | 38,220 | – | 2.33% | – |
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% |