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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $508,000 | +48.5% | 4,495 | +36.7% | 0.36% | +59.4% |
| Q3 2021 | $342,000 | +24.8% | 3,289 | +25.2% | 0.23% | +10.1% |
| Q2 2021 | $274,000 | +10.5% | 2,628 | -22.2% | 0.21% | -28.0% |
| Q2 2020 | $248,000 | -20.5% | 3,377 | -17.0% | 0.29% | -11.3% |
| Q4 2019 | $312,000 | -1.0% | 4,070 | -8.5% | 0.33% | -11.2% |
| Q3 2019 | $315,000 | +26.5% | 4,446 | +25.9% | 0.37% | +21.9% |
| Q2 2019 | $249,000 | -4.6% | 3,531 | -8.0% | 0.30% | -8.2% |
| Q1 2019 | $261,000 | +13.0% | 3,836 | -0.5% | 0.33% | -4.7% |
| Q4 2018 | $231,000 | -51.7% | 3,855 | -43.3% | 0.34% | -37.0% |
| Q3 2018 | $478,000 | -2.0% | 6,798 | -8.1% | 0.55% | -15.7% |
| Q2 2018 | $488,000 | -99.9% | 7,398 | +0.0% | 0.65% | +5.7% |
| Q1 2018 | $465,826,000 | -48.6% | 7,397 | -47.4% | 0.61% | -46.0% |
| Q4 2017 | $906,849,000 | – | 14,055 | – | 1.14% | – |
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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% |