SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,298,571 | +526.4% | 46,110 | +549.6% | 2.02% | +416.4% |
| Q2 2023 | $366,944 | +8.1% | 7,098 | +0.0% | 0.39% | -18.4% |
| Q1 2023 | $339,513 | +14.9% | 7,095 | +7.6% | 0.48% | +3.5% |
| Q4 2022 | $295,436 | +35.5% | 6,593 | +61.4% | 0.46% | +109.5% |
| Q1 2022 | $218,000 | -44.0% | 4,086 | +18.7% | 0.22% | -38.8% |
| Q4 2021 | $389,000 | -52.4% | 3,443 | -56.3% | 0.36% | +23.6% |
| Q3 2021 | $818,000 | -65.2% | 7,884 | -65.1% | 0.29% | -82.5% |
| Q2 2021 | $2,353,000 | -24.1% | 22,564 | -29.6% | 1.67% | -48.1% |
| Q1 2021 | $3,099,000 | +6.2% | 32,041 | -0.1% | 3.22% | -27.3% |
| Q4 2020 | $2,918,000 | – | 32,069 | – | 4.44% | – |
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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% |