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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,217,000 | -15.5% | 140,679 | +2.1% | 5.13% | -8.4% |
| Q1 2022 | $7,355,000 | -10.4% | 137,753 | +89.6% | 5.60% | -4.7% |
| Q4 2021 | $8,212,000 | +7.3% | 72,667 | -1.4% | 5.88% | -1.3% |
| Q3 2021 | $7,656,000 | -4.9% | 73,713 | -4.6% | 5.96% | -10.5% |
| Q2 2021 | $8,054,000 | +3.6% | 77,242 | -3.9% | 6.66% | -1.5% |
| Q1 2021 | $7,771,000 | +1.1% | 80,352 | -4.9% | 6.76% | +3.1% |
| Q4 2020 | $7,690,000 | +12.7% | 84,517 | -1.4% | 6.56% | +2.3% |
| Q3 2020 | $6,825,000 | +4.1% | 85,695 | -4.0% | 6.40% | -2.8% |
| Q2 2020 | $6,559,000 | +48.9% | 89,270 | +22.5% | 6.59% | +23.6% |
| Q1 2020 | $4,404,000 | -24.7% | 72,882 | -4.3% | 5.33% | -2.8% |
| Q4 2019 | $5,852,000 | +8.0% | 76,125 | -0.2% | 5.48% | -9.0% |
| Q3 2019 | $5,419,000 | -7.4% | 76,300 | -8.1% | 6.03% | -2.4% |
| Q2 2019 | $5,855,000 | +2.6% | 83,017 | -1.0% | 6.18% | +0.0% |
| Q1 2019 | $5,707,000 | +7.9% | 83,867 | -4.9% | 6.17% | +8.8% |
| Q4 2018 | $5,287,000 | -20.9% | 88,229 | -7.1% | 5.68% | +19.2% |
| Q3 2018 | $6,684,000 | +1.9% | 94,954 | -0.1% | 4.76% | -0.8% |
| Q2 2018 | $6,562,000 | -10.0% | 95,024 | -15.9% | 4.80% | -33.3% |
| Q1 2018 | $7,290,000 | 0.0% | 112,995 | 0.0% | 7.19% | +0.3% |
| Q4 2017 | $7,290,000 | – | 112,995 | – | 7.18% | – |
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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% |