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 | $2,419,987 | -1.9% | 38,492 | -4.8% | 1.30% | -5.3% |
| Q1 2024 | $2,467,881 | +3.5% | 40,424 | -5.6% | 1.38% | +2.2% |
| Q4 2023 | $2,383,399 | +16.2% | 42,813 | +4.0% | 1.35% | -2.0% |
| Q3 2023 | $2,051,699 | -2.8% | 41,157 | +0.8% | 1.38% | +3.7% |
| Q2 2023 | $2,110,521 | +22.3% | 40,822 | +13.2% | 1.33% | +14.2% |
| Q1 2023 | $1,726,032 | +81.4% | 36,072 | +69.9% | 1.16% | +75.9% |
| Q4 2022 | $951,623 | -18.1% | 21,237 | -19.3% | 0.66% | -31.3% |
| Q2 2022 | $1,162,000 | -33.3% | 26,303 | -19.4% | 0.96% | -27.1% |
| Q1 2022 | $1,743,000 | +20.0% | 32,647 | +154.1% | 1.32% | +31.3% |
| Q4 2021 | $1,452,000 | +21.0% | 12,847 | -55.1% | 1.00% | +7.2% |
| Q3 2021 | $1,200,000 | – | 28,585 | – | 0.94% | – |
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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% |