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 | $744,111 | -3.6% | 14,927 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $771,519 | +6.6% | 14,923 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $723,636 | +8.2% | 15,123 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $668,700 | +26.6% | 14,923 | +18.6% | 0.00% | 0.0% |
| Q3 2022 | $528,000 | +205.2% | 12,584 | +221.6% | 0.00% | +200.0% |
| Q2 2022 | $173,000 | -17.2% | 3,913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -9.1% | 3,913 | +92.7% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | -3.8% | 2,031 | -11.6% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | -0.4% | 2,297 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $240,000 | -9.1% | 2,297 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $264,000 | -1.5% | 2,726 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | +23.5% | 2,946 | +8.1% | 0.00% | 0.0% |
| Q3 2020 | $217,000 | +8.5% | 2,726 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | +203.0% | 2,726 | +149.9% | 0.00% | – |
| Q1 2020 | $66,000 | +29.4% | 1,091 | +64.8% | 0.00% | – |
| Q4 2019 | $51,000 | +8.5% | 662 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | +327.3% | 662 | +344.3% | 0.00% | – |
| Q2 2019 | $11,000 | +10.0% | 149 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 149 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 149 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | -89.4% | 149 | -91.7% | 0.00% | -100.0% |
| Q3 2016 | $94,000 | +3.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +2.2% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $89,000 | +1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $88,000 | +6.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $83,000 | -7.8% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $90,000 | -1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $91,000 | – | 1,800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |