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 | $25,623 | -55.5% | 514 | -53.9% | 0.02% | -52.9% |
| Q2 2023 | $57,594 | +8.0% | 1,114 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $53,305 | +6.8% | 1,114 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $49,918 | +13.4% | 1,114 | +5.4% | 0.04% | +8.8% |
| Q3 2022 | $44,000 | -6.4% | 1,057 | 0.0% | 0.03% | +6.2% |
| Q2 2022 | $47,000 | -4.1% | 1,057 | +14.9% | 0.03% | +23.1% |
| Q1 2022 | $49,000 | +6.5% | 920 | +124.9% | 0.03% | +52.9% |
| Q4 2021 | $46,000 | +48.4% | 409 | +36.3% | 0.02% | +41.7% |
| Q3 2021 | $31,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +6.9% | 300 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $29,000 | +7.4% | 300 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $22,000 | +22.2% | 300 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $18,000 | – | 300 | – | 0.02% | – |
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% |