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 | $594,511 | -40.0% | 11,926 | -37.8% | 0.02% | -72.2% |
| Q2 2023 | $991,141 | +13.6% | 19,171 | +5.2% | 0.07% | +9.1% |
| Q1 2023 | $872,114 | +12.5% | 18,226 | +5.4% | 0.07% | +3.1% |
| Q4 2022 | $774,981 | +54.7% | 17,295 | +45.0% | 0.06% | +36.2% |
| Q3 2022 | $501,000 | -4.9% | 11,930 | +0.0% | 0.05% | -2.1% |
| Q2 2022 | $527,000 | -74.0% | 11,926 | -68.6% | 0.05% | -69.6% |
| Q1 2022 | $2,025,000 | -22.8% | 37,929 | +63.3% | 0.16% | -17.3% |
| Q4 2021 | $2,624,000 | – | 23,221 | – | 0.19% | – |
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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% |