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 | $1,004,983 | -3.7% | 20,160 | -0.2% | 0.40% | +2.3% |
| Q2 2023 | $1,044,019 | +9.6% | 20,194 | +1.5% | 0.40% | +2.1% |
| Q1 2023 | $952,385 | +4.8% | 19,904 | -1.9% | 0.39% | -1.3% |
| Q4 2022 | $909,042 | +6.4% | 20,287 | -0.3% | 0.39% | +2.9% |
| Q3 2022 | $854,000 | -3.5% | 20,340 | +1.6% | 0.38% | -17.0% |
| Q2 2022 | $885,000 | -15.1% | 20,023 | +2.6% | 0.46% | -21.1% |
| Q1 2022 | $1,042,000 | -8.5% | 19,512 | +93.6% | 0.58% | -3.5% |
| Q4 2021 | $1,139,000 | +15.9% | 10,079 | +6.5% | 0.60% | +4.5% |
| Q3 2021 | $983,000 | +321.9% | 9,462 | +501.9% | 0.58% | +321.2% |
| Q2 2021 | $233,000 | -74.2% | 1,572 | -83.2% | 0.14% | -72.5% |
| Q1 2021 | $904,000 | +5.9% | 9,344 | -0.4% | 0.50% | +9.4% |
| Q4 2020 | $854,000 | +15.2% | 9,385 | +0.8% | 0.46% | +2.9% |
| Q3 2020 | $741,000 | +8.3% | 9,307 | -0.1% | 0.44% | +9.1% |
| Q2 2020 | $684,000 | – | 9,313 | – | 0.41% | – |
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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% |