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 2022 | $237,000 | -10.6% | 5,648 | -5.8% | 0.07% | -14.5% |
| Q2 2022 | $265,000 | -17.2% | 5,994 | +0.1% | 0.08% | +10.7% |
| Q1 2022 | $320,000 | -5.3% | 5,990 | +100.0% | 0.08% | -5.1% |
| Q4 2021 | $338,000 | +12.7% | 2,995 | +3.5% | 0.08% | +11.3% |
| Q3 2021 | $300,000 | -14.3% | 2,893 | -13.7% | 0.07% | -23.7% |
| Q2 2021 | $350,000 | +23.7% | 3,353 | +14.5% | 0.09% | +12.0% |
| Q1 2021 | $283,000 | +23.6% | 2,928 | +1.8% | 0.08% | -20.2% |
| Q4 2020 | $229,000 | – | 2,876 | – | 0.10% | – |
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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% |