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 | $27,071,042 | -3.7% | 543,050 | -0.1% | 4.80% | -15.6% |
| Q2 2023 | $28,097,451 | +8.1% | 543,471 | +0.0% | 5.70% | -0.7% |
| Q1 2023 | $25,993,938 | +6.1% | 543,238 | -0.6% | 5.74% | -1.5% |
| Q4 2022 | $24,488,665 | +7.5% | 546,500 | +0.8% | 5.82% | -47.2% |
| Q3 2022 | $22,775,000 | -6.7% | 542,383 | -1.8% | 11.03% | -4.5% |
| Q2 2022 | $24,417,000 | -15.2% | 552,549 | +2.5% | 11.55% | -6.7% |
| Q1 2022 | $28,786,000 | -23.8% | 539,172 | +61.3% | 12.38% | -15.8% |
| Q4 2021 | $37,768,000 | +8.8% | 334,198 | +0.0% | 14.70% | -27.8% |
| Q3 2021 | $34,709,000 | -6.0% | 334,194 | -5.6% | 20.36% | -3.4% |
| Q2 2021 | $36,911,000 | -1.8% | 353,996 | -8.9% | 21.08% | -2.5% |
| Q1 2021 | $37,573,000 | +6.3% | 388,516 | -0.0% | 21.62% | -16.6% |
| Q4 2020 | $35,351,000 | +14.2% | 388,518 | 0.0% | 25.91% | +11.8% |
| Q3 2020 | $30,942,000 | +4.8% | 388,518 | -3.3% | 23.17% | -2.7% |
| Q2 2020 | $29,522,000 | +21.9% | 401,825 | +0.2% | 23.81% | -2.2% |
| Q1 2020 | $24,222,000 | -21.4% | 400,827 | 0.0% | 24.35% | +19.6% |
| Q4 2019 | $30,816,000 | +8.3% | 400,827 | 0.0% | 20.36% | +6.9% |
| Q3 2019 | $28,467,000 | +0.7% | 400,827 | 0.0% | 19.04% | +4.8% |
| Q2 2019 | $28,270,000 | +3.6% | 400,827 | 0.0% | 18.16% | +5.3% |
| Q1 2019 | $27,276,000 | +13.5% | 400,827 | 0.0% | 17.25% | +80.4% |
| Q4 2018 | $24,022,000 | -14.9% | 400,827 | 0.0% | 9.56% | -39.5% |
| Q3 2018 | $28,214,000 | -1.1% | 400,827 | -7.3% | 15.82% | -6.8% |
| Q2 2018 | $28,518,000 | +3.4% | 432,162 | 0.0% | 16.96% | +0.8% |
| Q1 2018 | $27,568,000 | -1.1% | 432,162 | 0.0% | 16.82% | +33.1% |
| Q4 2017 | $27,883,000 | – | 432,162 | – | 12.64% | – |
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% |