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 | $3,237,488 | -3.0% | 64,945 | +0.6% | 0.20% | +2.0% |
| Q2 2023 | $3,336,889 | +4.9% | 64,543 | -2.9% | 0.20% | +0.5% |
| Q1 2023 | $3,181,214 | +6.9% | 66,483 | +0.1% | 0.20% | +3.1% |
| Q4 2022 | $2,975,061 | +6.9% | 66,393 | +0.2% | 0.19% | -3.0% |
| Q3 2022 | $2,784,000 | -5.1% | 66,291 | -0.2% | 0.20% | +2.6% |
| Q2 2022 | $2,935,000 | -14.4% | 66,413 | +118.8% | 0.19% | -8.1% |
| Q4 2021 | $3,430,000 | +8.8% | 30,348 | -0.1% | 0.21% | -0.9% |
| Q3 2021 | $3,154,000 | +1.2% | 30,367 | +1.6% | 0.21% | 0.0% |
| Q2 2021 | $3,117,000 | +11.0% | 29,891 | +2.9% | 0.21% | +1.4% |
| Q1 2021 | $2,809,000 | +7.7% | 29,043 | +1.4% | 0.21% | +3.5% |
| Q4 2020 | $2,607,000 | +25.2% | 28,653 | +9.6% | 0.20% | 0.0% |
| Q3 2020 | $2,082,000 | +13.4% | 26,141 | +4.6% | 0.20% | +18.9% |
| Q2 2020 | $1,836,000 | +2.1% | 24,995 | -16.0% | 0.17% | -9.6% |
| Q1 2020 | $1,798,000 | +18.2% | 29,749 | +50.4% | 0.19% | +45.0% |
| Q4 2019 | $1,521,000 | +6.8% | 19,778 | -1.4% | 0.13% | +4.9% |
| Q3 2019 | $1,424,000 | -90.6% | 20,055 | -90.7% | 0.12% | -90.2% |
| Q2 2019 | $15,176,000 | +1.3% | 215,176 | -2.3% | 1.26% | -1.2% |
| Q1 2019 | $14,987,000 | +16.8% | 220,239 | +2.8% | 1.27% | +6.1% |
| Q4 2018 | $12,836,000 | +2810.7% | 214,191 | +3317.8% | 1.20% | +3140.5% |
| Q3 2018 | $441,000 | +6.5% | 6,267 | -0.0% | 0.04% | -5.1% |
| Q2 2018 | $414,000 | -4.2% | 6,268 | -7.4% | 0.04% | -7.1% |
| Q1 2018 | $432,000 | +9.6% | 6,772 | +11.0% | 0.04% | +10.5% |
| Q4 2017 | $394,000 | +22.0% | 6,100 | +15.1% | 0.04% | +5.6% |
| Q3 2017 | $323,000 | +21.4% | 5,299 | +16.5% | 0.04% | +20.0% |
| Q2 2017 | $266,000 | +2.3% | 4,549 | 0.0% | 0.03% | -3.2% |
| Q1 2017 | $260,000 | +24.4% | 4,549 | +17.7% | 0.03% | +14.8% |
| Q4 2016 | $209,000 | +3.5% | 3,865 | 0.0% | 0.03% | -6.9% |
| Q3 2016 | $202,000 | -13.7% | 3,865 | -19.1% | 0.03% | -25.6% |
| Q4 2015 | $234,000 | – | 4,776 | – | 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% |