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 | $396,357 | -7.4% | 7,883 | -4.5% | 0.10% | -3.8% |
| Q2 2023 | $427,847 | +7.2% | 8,258 | 0.0% | 0.11% | +1.0% |
| Q1 2023 | $398,944 | +23.6% | 8,258 | +20.4% | 0.10% | +20.7% |
| Q4 2022 | $322,875 | +6.2% | 6,858 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $304,000 | -8.2% | 6,858 | 0.0% | 0.09% | -3.1% |
| Q2 2022 | $331,000 | -3.8% | 6,858 | +0.9% | 0.10% | +5.5% |
| Q1 2022 | $344,000 | -40.8% | 6,798 | +29.3% | 0.09% | -40.1% |
| Q4 2021 | $581,000 | +3.0% | 5,258 | +0.6% | 0.15% | -1.9% |
| Q3 2021 | $564,000 | +0.7% | 5,226 | -1.7% | 0.16% | -3.1% |
| Q2 2021 | $560,000 | +6.3% | 5,318 | 0.0% | 0.16% | -6.4% |
| Q1 2021 | $527,000 | +2.5% | 5,318 | -0.6% | 0.17% | -2.3% |
| Q4 2020 | $514,000 | +2.8% | 5,348 | -15.6% | 0.18% | -12.9% |
| Q3 2020 | $500,000 | -9.3% | 6,333 | -8.1% | 0.20% | -9.5% |
| Q2 2020 | $551,000 | +35.7% | 6,894 | +11.1% | 0.22% | +9.4% |
| Q1 2020 | $406,000 | -51.0% | 6,204 | -41.4% | 0.20% | -45.0% |
| Q4 2019 | $829,000 | -18.2% | 10,587 | -21.6% | 0.37% | -25.5% |
| Q3 2019 | $1,014,000 | – | 13,508 | – | 0.50% | – |
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% |