SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $492,917 | -3.1% | 9,888 | +0.5% | 0.02% | +5.0% |
Q2 2023 | $508,831 | +8.5% | 9,842 | +0.4% | 0.02% | +5.3% |
Q1 2023 | $469,169 | +4.0% | 9,805 | -2.6% | 0.02% | +5.6% |
Q4 2022 | $451,057 | +1.4% | 10,066 | -5.0% | 0.02% | -10.0% |
Q3 2022 | $445,000 | -12.2% | 10,592 | -7.7% | 0.02% | -9.1% |
Q2 2022 | $507,000 | -29.5% | 11,481 | -14.8% | 0.02% | -24.1% |
Q1 2022 | $719,000 | +27.5% | 13,475 | +170.0% | 0.03% | +26.1% |
Q4 2021 | $564,000 | +20.3% | 4,991 | +10.6% | 0.02% | +4.5% |
Q3 2021 | $469,000 | -0.4% | 4,513 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $471,000 | +9.0% | 4,513 | +0.9% | 0.02% | 0.0% |
Q1 2021 | $432,000 | +7.2% | 4,472 | +1.0% | 0.02% | +4.8% |
Q4 2020 | $403,000 | +13.2% | 4,429 | -1.0% | 0.02% | +10.5% |
Q3 2020 | $356,000 | 0.0% | 4,473 | -7.8% | 0.02% | -5.0% |
Q2 2020 | $356,000 | +21.5% | 4,849 | +0.0% | 0.02% | 0.0% |
Q1 2020 | $293,000 | -19.5% | 4,847 | +2.5% | 0.02% | -4.8% |
Q4 2019 | $364,000 | +30.5% | 4,730 | +20.3% | 0.02% | +23.5% |
Q3 2019 | $279,000 | +5.3% | 3,932 | +5.6% | 0.02% | 0.0% |
Q2 2019 | $265,000 | +5.2% | 3,722 | +0.6% | 0.02% | 0.0% |
Q1 2019 | $252,000 | +14.0% | 3,699 | +0.3% | 0.02% | 0.0% |
Q4 2018 | $221,000 | -13.7% | 3,687 | +1.5% | 0.02% | -15.0% |
Q3 2018 | $256,000 | -5.2% | 3,632 | -11.4% | 0.02% | -16.7% |
Q2 2018 | $270,000 | -21.3% | 4,098 | -23.8% | 0.02% | -17.2% |
Q1 2018 | $343,000 | +31.9% | 5,381 | +33.6% | 0.03% | +20.8% |
Q4 2017 | $260,000 | +6.6% | 4,029 | +0.7% | 0.02% | +26.3% |
Q3 2017 | $244,000 | +5.2% | 4,000 | +0.9% | 0.02% | -5.0% |
Q2 2017 | $232,000 | +5.5% | 3,964 | +2.7% | 0.02% | 0.0% |
Q1 2017 | $220,000 | -64.5% | 3,859 | -66.2% | 0.02% | -69.7% |
Q4 2016 | $619,000 | – | 11,430 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |