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 | $2,223,954 | 0.0% | 43,042 | 0.0% | 0.38% | 0.0% |
| Q2 2023 | $2,223,954 | -2.7% | 43,042 | -11.3% | 0.38% | +1.3% |
| Q1 2023 | $2,284,670 | +40.3% | 48,527 | +33.6% | 0.37% | +50.8% |
| Q4 2022 | $1,627,860 | +138.3% | 36,328 | +123.2% | 0.25% | +131.8% |
| Q3 2022 | $683,000 | +137.2% | 16,274 | +149.7% | 0.11% | +137.8% |
| Q2 2022 | $288,000 | -90.8% | 6,518 | -88.9% | 0.04% | -90.9% |
| Q1 2022 | $3,130,000 | -22.3% | 58,634 | +64.5% | 0.49% | -17.0% |
| Q4 2021 | $4,029,000 | +21.6% | 35,648 | +11.7% | 0.59% | +1.2% |
| Q3 2021 | $3,314,000 | +0.9% | 31,911 | +1.3% | 0.59% | -10.5% |
| Q2 2021 | $3,284,000 | +30.9% | 31,492 | +21.5% | 0.66% | +11.2% |
| Q1 2021 | $2,508,000 | – | 25,930 | – | 0.59% | – |
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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% |