SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,820,522 | -3.6% | 36,520 | 0.0% | 1.12% | +65.2% |
Q2 2023 | $1,888,084 | +8.0% | 36,520 | 0.0% | 0.68% | +7.4% |
Q1 2023 | $1,747,482 | +6.8% | 36,520 | 0.0% | 0.63% | +8.2% |
Q4 2022 | $1,636,461 | +6.7% | 36,520 | 0.0% | 0.58% | +63.3% |
Q3 2022 | $1,533,000 | +178.7% | 36,520 | +193.6% | 0.36% | +200.0% |
Q2 2022 | $550,000 | -17.2% | 12,440 | 0.0% | 0.12% | +16.7% |
Q1 2022 | $664,000 | +14.7% | 12,440 | +143.0% | 0.10% | +22.9% |
Q4 2021 | $579,000 | +8.8% | 5,120 | 0.0% | 0.08% | +2.5% |
Q3 2021 | $532,000 | -0.4% | 5,120 | 0.0% | 0.08% | +1.2% |
Q2 2021 | $534,000 | +7.9% | 5,120 | 0.0% | 0.08% | +11.1% |
Q1 2021 | $495,000 | – | 5,120 | – | 0.07% | – |
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% |