SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,918,983 | +0.5% | 259,157 | +4.2% | 0.65% | +1.7% |
| Q2 2023 | $12,858,855 | +13.8% | 248,721 | +5.3% | 0.64% | +3.2% |
| Q1 2023 | $11,299,787 | +13.4% | 236,150 | +6.2% | 0.62% | +1.5% |
| Q4 2022 | $9,968,528 | -32.2% | 222,462 | -33.1% | 0.61% | -38.7% |
| Q3 2022 | $14,697,000 | 0.0% | 332,587 | 0.0% | 0.99% | 0.0% |
| Q2 2022 | $14,697,000 | +6.5% | 332,587 | +172.3% | 0.99% | +20.7% |
| Q4 2021 | $13,802,000 | -3.1% | 122,127 | -10.9% | 0.82% | +80.7% |
| Q3 2021 | $14,237,000 | +7.2% | 137,081 | +7.6% | 0.46% | +7.3% |
| Q2 2021 | $13,281,000 | +91.5% | 127,375 | +77.6% | 0.42% | +69.6% |
| Q1 2021 | $6,937,000 | – | 71,733 | – | 0.25% | – |
Download | ||||||
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% |