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 | $3,743 | -3.9% | 75,099 | -0.4% | 2.42% | -4.8% |
Q2 2023 | $3,896 | +6.5% | 75,372 | -1.4% | 2.55% | +3.6% |
Q1 2023 | $3,657 | +5.5% | 76,441 | -1.2% | 2.46% | +0.6% |
Q4 2022 | $3,467 | -99.9% | 77,387 | +3.0% | 2.44% | +3.4% |
Q3 2022 | $3,154,000 | -20.0% | 75,116 | -15.8% | 2.36% | -15.4% |
Q2 2022 | $3,941,000 | -23.1% | 89,173 | -7.1% | 2.79% | -16.5% |
Q1 2022 | $5,127,000 | -7.4% | 96,026 | +96.1% | 3.34% | -4.5% |
Q4 2021 | $5,535,000 | – | 48,978 | – | 3.50% | – |
Download |
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% |