SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $744,586 | +11.7% | 13,375 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $666,744 | -7.1% | 13,375 | -3.7% | 0.02% | -3.8% |
Q2 2023 | $717,699 | +8.0% | 13,882 | 0.0% | 0.03% | +4.0% |
Q1 2023 | $664,254 | +106693.2% | 13,882 | 0.0% | 0.02% | -3.8% |
Q4 2022 | $622 | -99.9% | 13,882 | -1.6% | 0.03% | -3.7% |
Q3 2022 | $592,000 | -5.0% | 14,106 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $623,000 | -17.3% | 14,106 | 0.0% | 0.03% | -3.6% |
Q1 2022 | $753,000 | -10.9% | 14,106 | +88.6% | 0.03% | -9.7% |
Q4 2021 | $845,000 | +8.8% | 7,479 | 0.0% | 0.03% | -3.1% |
Q3 2021 | $777,000 | +1.2% | 7,479 | +1.5% | 0.03% | -3.0% |
Q2 2021 | $768,000 | +7.9% | 7,367 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $712,000 | +12.7% | 7,367 | +6.1% | 0.03% | +3.1% |
Q4 2020 | $632,000 | +14.3% | 6,941 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $553,000 | +8.4% | 6,941 | 0.0% | 0.03% | -3.0% |
Q2 2020 | $510,000 | +21.7% | 6,941 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $419,000 | -21.5% | 6,941 | 0.0% | 0.03% | 0.0% |
Q4 2019 | $534,000 | +8.3% | 6,941 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $493,000 | -11.6% | 6,941 | -12.3% | 0.03% | -15.4% |
Q2 2019 | $558,000 | -99.9% | 7,916 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $538,684,000 | +13.5% | 7,916 | 0.0% | 0.04% | -4.9% |
Q4 2018 | $474,406,000 | -14.9% | 7,916 | 0.0% | 0.04% | 0.0% |
Q3 2018 | $557,207,000 | +6.7% | 7,916 | 0.0% | 0.04% | -2.4% |
Q2 2018 | $522,377,000 | +3.4% | 7,916 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $504,962,000 | -1.1% | 7,916 | 0.0% | 0.04% | 0.0% |
Q4 2017 | $510,740,000 | +5.9% | 7,916 | 0.0% | 0.04% | +5.0% |
Q3 2017 | $482,164,000 | +4.2% | 7,916 | 0.0% | 0.04% | -2.4% |
Q2 2017 | $462,769,000 | – | 7,916 | – | 0.04% | – |
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% |