SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $898,796 | -1.9% | 18,030 | +1.7% | 0.01% | 0.0% |
| Q2 2023 | $916,641 | +8.0% | 17,730 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $848,381 | +6.3% | 17,730 | -0.5% | 0.01% | +11.1% |
| Q4 2022 | $798,335 | -0.7% | 17,816 | -6.9% | 0.01% | -18.2% |
| Q3 2022 | $804,000 | -6.3% | 19,140 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $858,000 | -19.6% | 19,410 | -2.9% | 0.01% | -8.3% |
| Q1 2022 | $1,067,000 | -3.4% | 19,988 | +104.6% | 0.01% | 0.0% |
| Q4 2021 | $1,104,000 | +8.8% | 9,769 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,015,000 | 0.0% | 9,769 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $1,015,000 | +7.5% | 9,739 | -0.3% | 0.01% | 0.0% |
| Q1 2021 | $944,000 | +24.2% | 9,764 | +16.9% | 0.01% | 0.0% |
| Q4 2020 | $760,000 | +14.3% | 8,349 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $665,000 | +8.5% | 8,349 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $613,000 | -78.1% | 8,349 | -82.0% | 0.01% | -80.0% |
| Q1 2020 | $2,800,000 | -14.7% | 46,329 | +8.6% | 0.06% | +3.8% |
| Q4 2019 | $3,281,000 | +5.1% | 42,673 | -2.9% | 0.05% | -5.4% |
| Q3 2019 | $3,122,000 | -0.2% | 43,961 | -0.8% | 0.06% | -3.4% |
| Q2 2019 | $3,127,000 | +6.2% | 44,329 | +2.4% | 0.06% | +13.7% |
| Q1 2019 | $2,945,000 | +1282.6% | 43,283 | +1115.8% | 0.05% | +1175.0% |
| Q4 2018 | $213,000 | -15.1% | 3,560 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $251,000 | +12.1% | 3,560 | +4.7% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | +3.2% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $217,000 | -0.9% | 3,400 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $219,000 | +5.8% | 3,400 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $207,000 | +4.5% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $198,000 | +2.1% | 3,400 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $194,000 | +5.4% | 3,400 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $184,000 | +4.0% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $177,000 | +8750.0% | 3,400 | +6700.0% | 0.00% | – |
| Q2 2015 | $2,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |