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 | $3,895,122 | -3.8% | 78,137 | -0.3% | 3.47% | -3.6% |
| Q2 2023 | $4,049,992 | +7.2% | 78,336 | -0.8% | 3.60% | +3.4% |
| Q1 2023 | $3,776,847 | +2.5% | 78,931 | -4.0% | 3.48% | +1.8% |
| Q4 2022 | $3,682,958 | -10.3% | 82,191 | -15.9% | 3.42% | -19.0% |
| Q3 2022 | $4,104,000 | -3.4% | 97,733 | +1.7% | 4.22% | -1.2% |
| Q2 2022 | $4,249,000 | +34.5% | 96,146 | +62.5% | 4.28% | +47.6% |
| Q1 2022 | $3,160,000 | +71.6% | 59,181 | +263.2% | 2.90% | +72.3% |
| Q4 2021 | $1,842,000 | – | 16,296 | – | 1.68% | – |
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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% |