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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $233,167 | +11.7% | 4,188 | +0.0% | 0.12% | -9.8% |
| Q3 2023 | $208,662 | -5.2% | 4,186 | -1.7% | 0.13% | +4.7% |
| Q2 2023 | $220,112 | +8.1% | 4,257 | +0.0% | 0.13% | +10.4% |
| Q1 2023 | $203,601 | -1.6% | 4,255 | +9.7% | 0.12% | -32.4% |
| Q1 2022 | $207,000 | -5.5% | 3,878 | +100.1% | 0.17% | +31.8% |
| Q4 2021 | $219,000 | +9.0% | 1,938 | 0.0% | 0.13% | +4.0% |
| Q3 2021 | $201,000 | -0.5% | 1,938 | +0.1% | 0.12% | +0.8% |
| Q2 2021 | $202,000 | – | 1,937 | – | 0.12% | – |
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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% |