SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $51,881 | +6.8% | 1,084 | 0.0% | 0.03% | -8.3% |
Q4 2022 | $48,584 | +5.6% | 1,084 | 0.0% | 0.04% | +5.9% |
Q3 2022 | $46,000 | -4.2% | 1,084 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $48,000 | -17.2% | 1,084 | +0.4% | 0.03% | 0.0% |
Q1 2022 | $58,000 | -4.9% | 1,080 | +100.0% | 0.03% | 0.0% |
Q4 2021 | $61,000 | +8.9% | 540 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $56,000 | 0.0% | 540 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $56,000 | +7.7% | 540 | 0.0% | 0.03% | -2.9% |
Q1 2021 | $52,000 | +6.1% | 540 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $49,000 | +14.0% | 540 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $43,000 | +7.5% | 540 | 0.0% | 0.04% | -7.9% |
Q2 2020 | $40,000 | +21.2% | 540 | 0.0% | 0.04% | 0.0% |
Q1 2020 | $33,000 | – | 540 | – | 0.04% | – |
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% |