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 | $47,756,107 | -2.1% | 957,996 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $48,772,913 | -0.7% | 943,383 | -8.0% | 0.01% | 0.0% |
| Q1 2023 | $49,092,162 | -21.4% | 1,025,959 | -26.4% | 0.01% | -28.6% |
| Q4 2022 | $62,447,218 | +58.4% | 1,393,600 | +48.4% | 0.01% | +40.0% |
| Q3 2022 | $39,425,000 | -5.2% | 938,936 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $41,599,000 | -5.5% | 941,382 | +14.2% | 0.01% | +25.0% |
| Q1 2022 | $44,018,000 | -6.6% | 824,462 | +97.8% | 0.00% | -20.0% |
| Q4 2021 | $47,110,000 | -32.2% | 416,860 | -37.7% | 0.01% | -28.6% |
| Q3 2021 | $69,509,000 | -2.6% | 669,255 | -2.2% | 0.01% | 0.0% |
| Q2 2021 | $71,328,000 | +5.6% | 684,068 | -2.1% | 0.01% | -12.5% |
| Q1 2021 | $67,554,000 | -1.8% | 698,523 | -7.6% | 0.01% | -11.1% |
| Q4 2020 | $68,807,000 | +13.0% | 756,198 | -1.1% | 0.01% | +12.5% |
| Q3 2020 | $60,879,000 | +8.7% | 764,430 | +0.2% | 0.01% | -11.1% |
| Q2 2020 | $56,032,000 | +27.7% | 762,662 | +5.0% | 0.01% | +12.5% |
| Q1 2020 | $43,882,000 | -53.1% | 726,165 | -40.4% | 0.01% | -38.5% |
| Q4 2019 | $93,658,000 | -15.7% | 1,218,231 | -22.2% | 0.01% | -23.5% |
| Q3 2019 | $111,153,000 | +22.7% | 1,565,096 | +21.8% | 0.02% | +21.4% |
| Q2 2019 | $90,626,000 | +2.4% | 1,284,919 | -1.2% | 0.01% | 0.0% |
| Q1 2019 | $88,473,000 | +10.1% | 1,300,122 | -3.0% | 0.01% | 0.0% |
| Q4 2018 | $80,355,000 | -3.8% | 1,340,811 | +13.0% | 0.01% | +7.7% |
| Q3 2018 | $83,538,000 | +7.8% | 1,186,783 | +1.1% | 0.01% | 0.0% |
| Q2 2018 | $77,471,000 | +24.9% | 1,173,965 | +20.7% | 0.01% | +18.2% |
| Q1 2018 | $62,025,000 | -10.2% | 972,309 | -9.2% | 0.01% | -8.3% |
| Q4 2017 | $69,083,000 | +11.4% | 1,070,720 | +5.2% | 0.01% | +20.0% |
| Q3 2017 | $61,989,000 | +16.7% | 1,017,695 | +12.0% | 0.01% | -9.1% |
| Q2 2017 | $53,117,000 | +11.1% | 908,603 | +8.5% | 0.01% | +10.0% |
| Q1 2017 | $47,792,000 | +28.2% | 837,582 | +21.7% | 0.01% | +25.0% |
| Q4 2016 | $37,281,000 | +3.2% | 688,105 | -0.3% | 0.01% | 0.0% |
| Q3 2016 | $36,114,000 | +432.9% | 690,256 | +412.3% | 0.01% | +300.0% |
| Q2 2016 | $6,777,000 | +36.6% | 134,730 | +33.8% | 0.00% | +100.0% |
| Q1 2016 | $4,962,000 | -87.0% | 100,685 | -87.0% | 0.00% | -88.9% |
| Q4 2015 | $38,074,000 | +15.8% | 776,370 | +9.6% | 0.01% | +12.5% |
| Q3 2015 | $32,869,000 | +3.2% | 708,688 | +11.7% | 0.01% | -20.0% |
| Q2 2015 | $31,863,000 | +8.0% | 634,327 | +8.6% | 0.01% | 0.0% |
| Q1 2015 | $29,493,000 | +1559.7% | 584,248 | +1538.9% | 0.01% | +900.0% |
| Q4 2014 | $1,777,000 | +15.6% | 35,649 | +10.3% | 0.00% | – |
| Q3 2014 | $1,537,000 | -13.0% | 32,330 | -12.6% | 0.00% | -100.0% |
| Q2 2014 | $1,766,000 | +26.8% | 36,995 | +21.4% | 0.00% | 0.0% |
| Q1 2014 | $1,393,000 | -25.1% | 30,463 | -26.3% | 0.00% | 0.0% |
| Q4 2013 | $1,861,000 | +14.3% | 41,344 | +4.3% | 0.00% | 0.0% |
| Q3 2013 | $1,628,000 | -19.4% | 39,631 | -23.6% | 0.00% | 0.0% |
| Q2 2013 | $2,019,000 | – | 51,878 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |