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 | $457,726 | -3.6% | 9,182 | +0.0% | 0.14% | -10.1% |
| Q2 2023 | $474,672 | +8.1% | 9,181 | 0.0% | 0.16% | -4.8% |
| Q1 2023 | $439,289 | +24.9% | 9,181 | +9.6% | 0.17% | -25.4% |
| Q4 2022 | $351,829 | -0.0% | 8,379 | 0.0% | 0.22% | 0.0% |
| Q3 2022 | $352,000 | -15.0% | 8,379 | -10.7% | 0.22% | -14.5% |
| Q2 2022 | $414,000 | -28.0% | 9,378 | +84.3% | 0.26% | -20.6% |
| Q4 2021 | $575,000 | +8.7% | 5,089 | 0.0% | 0.33% | -0.6% |
| Q3 2021 | $529,000 | +2.7% | 5,089 | +3.0% | 0.33% | +29.2% |
| Q2 2021 | $515,000 | +15.5% | 4,939 | +0.6% | 0.26% | +16.3% |
| Q4 2020 | $446,000 | +14.4% | 4,911 | +0.4% | 0.22% | -4.7% |
| Q3 2020 | $390,000 | +8.6% | 4,891 | 0.0% | 0.23% | +6.9% |
| Q2 2020 | $359,000 | +23.8% | 4,891 | +2.1% | 0.22% | -8.1% |
| Q1 2020 | $290,000 | – | 4,791 | – | 0.24% | – |
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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% |