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 | $5,756,197 | +96367.2% | 115,470 | +0.1% | 7.75% | -5.8% |
Q2 2023 | $5,967 | +4.2% | 115,412 | -3.6% | 8.22% | +3.5% |
Q1 2023 | $5,728 | +3.7% | 119,716 | -2.9% | 7.95% | -6.4% |
Q4 2022 | $5,524 | -99.9% | 123,269 | -1.6% | 8.49% | -4.9% |
Q3 2022 | $5,258,000 | -5.1% | 125,222 | -0.2% | 8.92% | +0.4% |
Q2 2022 | $5,543,000 | -18.4% | 125,439 | -1.4% | 8.89% | -8.3% |
Q1 2022 | $6,796,000 | -9.1% | 127,281 | +92.5% | 9.69% | -5.3% |
Q4 2021 | $7,474,000 | – | 66,132 | – | 10.23% | – |
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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% |