SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 867 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,628,515 | +23.1% | 25,903 | +19.5% | 0.32% | +16.8% |
| Q1 2024 | $1,322,886 | +28.9% | 21,669 | +17.6% | 0.27% | +19.7% |
| Q4 2023 | $1,026,005 | +21.7% | 18,430 | +8.9% | 0.23% | +1.8% |
| Q3 2023 | $843,382 | +8.5% | 16,918 | +12.5% | 0.22% | +11.4% |
| Q2 2023 | $777,162 | +5.3% | 15,032 | -2.6% | 0.20% | +6.3% |
| Q1 2023 | $738,171 | +6.5% | 15,427 | -0.3% | 0.19% | -5.0% |
| Q4 2022 | $693,179 | -1.5% | 15,469 | -7.7% | 0.20% | -19.4% |
| Q3 2022 | $704,000 | +7.3% | 16,755 | +12.8% | 0.25% | +7.9% |
| Q2 2022 | $656,000 | +14.5% | 14,849 | +38.3% | 0.23% | +35.5% |
| Q1 2022 | $573,000 | +20.4% | 10,733 | +154.7% | 0.17% | +3.7% |
| Q4 2021 | $476,000 | – | 4,214 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
| Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
| Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
| Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
| MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
| Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
| TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
| Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
| Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
| Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |