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 | $974,912 | -37.5% | 19,557 | -35.2% | 0.02% | -35.7% |
| Q2 2023 | $1,559,841 | +9.8% | 30,171 | +1.6% | 0.03% | -9.7% |
| Q1 2023 | $1,420,833 | -33.9% | 29,693 | -38.1% | 0.03% | -41.5% |
| Q4 2022 | $2,150,519 | +10.2% | 47,992 | +3.2% | 0.05% | -5.4% |
| Q3 2022 | $1,952,000 | -9.1% | 46,493 | -4.3% | 0.06% | -8.2% |
| Q2 2022 | $2,147,000 | +443.5% | 48,576 | +557.0% | 0.06% | +510.0% |
| Q1 2022 | $395,000 | -5.5% | 7,394 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $418,000 | +8.3% | 3,697 | -0.5% | 0.01% | -9.1% |
| Q3 2021 | $386,000 | -1.3% | 3,714 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $391,000 | +8.9% | 3,714 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $359,000 | -33.8% | 3,714 | -37.6% | 0.01% | -41.7% |
| Q4 2020 | $542,000 | +42.6% | 5,952 | +25.7% | 0.02% | +9.1% |
| Q3 2020 | $380,000 | +7.3% | 4,736 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $354,000 | – | 4,736 | – | 0.02% | – |
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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% |