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 | $28,830 | -3.2% | 578 | +0.3% | 0.02% | +9.1% |
| Q2 2023 | $29,788 | +8.4% | 576 | +0.3% | 0.02% | +4.8% |
| Q1 2023 | $27,468 | +7.2% | 574 | +0.3% | 0.02% | +10.5% |
| Q4 2022 | $25,624 | +6.8% | 572 | +0.5% | 0.02% | -5.0% |
| Q3 2022 | $24,000 | -4.0% | 569 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 567 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 565 | +101.1% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 281 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $29,000 | 0.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 280 | +0.4% | 0.02% | -4.5% |
| Q1 2021 | $27,000 | +8.0% | 279 | +0.4% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 278 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 277 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 275 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 274 | +0.7% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 272 | – | 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% |