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 | $1,166,934 | -1.4% | 23,409 | +2.3% | 0.60% | +10.4% |
| Q2 2023 | $1,182,998 | +8.4% | 22,882 | +0.4% | 0.54% | -20.8% |
| Q1 2023 | $1,091,043 | +5.0% | 22,801 | -1.7% | 0.68% | +7.4% |
| Q4 2022 | $1,039,402 | +6.7% | 23,196 | 0.0% | 0.64% | -3.1% |
| Q3 2022 | $974,000 | -15.1% | 23,196 | -10.6% | 0.66% | -8.5% |
| Q2 2022 | $1,147,000 | -55.7% | 25,960 | -46.5% | 0.72% | -39.8% |
| Q1 2022 | $2,589,000 | -3.4% | 48,490 | +104.4% | 1.19% | +5.7% |
| Q4 2021 | $2,681,000 | +8.6% | 23,724 | -0.2% | 1.12% | -6.8% |
| Q3 2021 | $2,469,000 | +4.1% | 23,774 | +4.5% | 1.21% | +4.2% |
| Q2 2021 | $2,372,000 | +26.4% | 22,744 | +17.2% | 1.16% | +7.3% |
| Q1 2021 | $1,877,000 | +80.8% | 19,413 | +70.2% | 1.08% | +78.6% |
| Q4 2020 | $1,038,000 | +14.7% | 11,403 | +0.3% | 0.60% | -3.0% |
| Q3 2020 | $905,000 | -2.0% | 11,364 | -9.6% | 0.62% | -17.8% |
| Q2 2020 | $923,000 | +21.9% | 12,566 | +0.2% | 0.76% | +0.1% |
| Q1 2020 | $757,000 | -14.0% | 12,542 | +9.5% | 0.76% | +24.7% |
| Q4 2019 | $880,000 | +14.9% | 11,452 | +6.1% | 0.61% | -0.5% |
| Q3 2019 | $766,000 | -2.0% | 10,789 | -2.7% | 0.61% | -0.8% |
| Q2 2019 | $782,000 | -3.7% | 11,093 | -7.1% | 0.62% | -10.2% |
| Q1 2019 | $812,000 | +6.6% | 11,939 | -6.1% | 0.68% | -20.8% |
| Q4 2018 | $762,000 | – | 12,709 | – | 0.86% | – |
Download | ||||||
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% |