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 | $4,558 | +3.7% | 91,434 | +7.5% | 0.32% | +6.7% |
| Q2 2023 | $4,397 | +14.8% | 85,055 | +6.3% | 0.30% | +9.5% |
| Q1 2023 | $3,830 | +7.4% | 80,038 | +0.6% | 0.27% | +1.9% |
| Q4 2022 | $3,565 | -99.9% | 79,553 | -5.6% | 0.27% | -4.6% |
| Q3 2022 | $3,537,000 | -4.8% | 84,232 | +0.2% | 0.28% | -1.1% |
| Q2 2022 | $3,715,000 | -15.8% | 84,078 | +1.7% | 0.28% | -6.3% |
| Q1 2022 | $4,412,000 | -3.0% | 82,642 | +105.3% | 0.30% | 0.0% |
| Q4 2021 | $4,549,000 | +10.0% | 40,245 | +1.1% | 0.30% | -1.6% |
| Q3 2021 | $4,135,000 | +11.0% | 39,815 | +3.4% | 0.31% | +1.3% |
| Q2 2021 | $3,725,000 | 0.0% | 38,520 | 0.0% | 0.30% | 0.0% |
| Q1 2021 | $3,725,000 | +7.8% | 38,520 | +1.5% | 0.30% | +2.0% |
| Q4 2020 | $3,454,000 | +15.2% | 37,965 | +0.8% | 0.30% | +14.6% |
| Q3 2020 | $2,998,000 | +10.0% | 37,649 | +1.5% | 0.26% | -1.9% |
| Q2 2020 | $2,725,000 | +24.1% | 37,095 | +2.1% | 0.26% | +4.3% |
| Q1 2020 | $2,195,000 | -22.2% | 36,322 | -1.1% | 0.25% | -3.8% |
| Q4 2019 | $2,822,000 | +10.3% | 36,710 | +1.9% | 0.26% | +0.8% |
| Q3 2019 | $2,558,000 | +4.7% | 36,013 | +4.4% | 0.26% | +1.9% |
| Q2 2019 | $2,443,000 | +14.3% | 34,490 | +9.8% | 0.26% | +7.5% |
| Q1 2019 | $2,138,000 | +28.2% | 31,420 | +13.1% | 0.24% | +13.8% |
| Q4 2018 | $1,668,000 | +2.3% | 27,793 | +20.0% | 0.21% | +19.3% |
| Q3 2018 | $1,631,000 | +19.4% | 23,166 | +11.9% | 0.18% | +13.5% |
| Q2 2018 | $1,366,000 | +21.7% | 20,695 | +17.7% | 0.16% | +18.3% |
| Q1 2018 | $1,122,000 | +15.7% | 17,588 | +17.0% | 0.13% | +14.9% |
| Q4 2017 | $970,000 | +2.8% | 15,027 | -3.1% | 0.11% | -2.6% |
| Q3 2017 | $944,000 | +8.8% | 15,505 | +4.4% | 0.12% | +6.4% |
| Q2 2017 | $868,000 | +43.0% | 14,847 | +39.4% | 0.11% | +41.0% |
| Q1 2017 | $607,000 | -42.5% | 10,647 | -45.4% | 0.08% | +6.8% |
| Q4 2016 | $1,056,000 | +220.0% | 19,496 | +208.7% | 0.07% | +49.0% |
| Q3 2016 | $330,000 | +15.4% | 6,315 | +11.2% | 0.05% | +16.7% |
| Q2 2016 | $286,000 | +14.4% | 5,681 | +12.0% | 0.04% | +13.5% |
| Q1 2016 | $250,000 | – | 5,071 | – | 0.04% | – |
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% |