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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,633 | +160.1% | 40,061 | +172.2% | 0.10% | +170.3% |
| Q2 2023 | $760,787 | -24.3% | 14,715 | -30.6% | 0.04% | -30.2% |
| Q1 2023 | $1,005,626 | +23.9% | 21,198 | +17.1% | 0.05% | -5.4% |
| Q4 2022 | $811,515 | -2.6% | 18,110 | -1.3% | 0.06% | -11.1% |
| Q3 2022 | $833,000 | +3.2% | 18,352 | +0.5% | 0.06% | -3.1% |
| Q2 2022 | $807,000 | -0.1% | 18,268 | +4.3% | 0.06% | +1.6% |
| Q1 2022 | $808,000 | +4.0% | 17,507 | +134.0% | 0.06% | -16.9% |
| Q3 2021 | $777,000 | +4.3% | 7,481 | +4.7% | 0.08% | +1.3% |
| Q2 2021 | $745,000 | +1.8% | 7,145 | -5.6% | 0.08% | -11.6% |
| Q1 2021 | $732,000 | +15.8% | 7,569 | +9.0% | 0.09% | +8.9% |
| Q4 2020 | $632,000 | +16.4% | 6,946 | +1.9% | 0.08% | 0.0% |
| Q3 2020 | $543,000 | +16.0% | 6,814 | +7.0% | 0.08% | +5.3% |
| Q2 2020 | $468,000 | +29.3% | 6,369 | +6.4% | 0.08% | +10.3% |
| Q1 2020 | $362,000 | +16.4% | 5,985 | +47.9% | 0.07% | +41.7% |
| Q4 2019 | $311,000 | +9.5% | 4,046 | +1.3% | 0.05% | +2.1% |
| Q3 2019 | $284,000 | +3.3% | 3,995 | +2.4% | 0.05% | -11.3% |
| Q2 2019 | $275,000 | +5.4% | 3,902 | +1.6% | 0.05% | -15.9% |
| Q1 2019 | $261,000 | +19.7% | 3,839 | +5.4% | 0.06% | +12.5% |
| Q4 2018 | $218,000 | -13.1% | 3,642 | +2.3% | 0.06% | -1.8% |
| Q3 2018 | $251,000 | +28.7% | 3,560 | +20.7% | 0.06% | +16.3% |
| Q2 2018 | $195,000 | +3.7% | 2,950 | +0.3% | 0.05% | -5.8% |
| Q1 2018 | $188,000 | +43.5% | 2,941 | +44.8% | 0.05% | +44.4% |
| Q4 2017 | $131,000 | +89.9% | 2,031 | +78.5% | 0.04% | +24.1% |
| Q3 2017 | $69,000 | +228.6% | 1,138 | +213.5% | 0.03% | +190.0% |
| Q2 2017 | $21,000 | +200.0% | 363 | +183.6% | 0.01% | +150.0% |
| Q1 2017 | $7,000 | 0.0% | 128 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $7,000 | – | 128 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |