SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,978,439 | +2.1% | 59,748 | +5.8% | 0.07% | +4.6% |
Q2 2023 | $2,918,306 | +26.2% | 56,447 | +16.8% | 0.06% | +16.1% |
Q1 2023 | $2,313,075 | +21.4% | 48,340 | +21.6% | 0.06% | +7.7% |
Q4 2022 | $1,904,806 | +12.2% | 39,766 | -1.7% | 0.05% | -20.0% |
Q3 2022 | $1,698,000 | +8.8% | 40,438 | +14.5% | 0.06% | +22.6% |
Q2 2022 | $1,561,000 | +39.9% | 35,325 | +69.0% | 0.05% | +20.5% |
Q1 2022 | $1,116,000 | +68.6% | 20,903 | +256.8% | 0.04% | +63.0% |
Q4 2021 | $662,000 | +13.9% | 5,858 | +4.7% | 0.03% | 0.0% |
Q3 2021 | $581,000 | +15.7% | 5,594 | +16.2% | 0.03% | +17.4% |
Q2 2021 | $502,000 | +23.6% | 4,814 | +14.7% | 0.02% | +9.5% |
Q1 2021 | $406,000 | +28.5% | 4,198 | +20.9% | 0.02% | -8.7% |
Q4 2020 | $316,000 | -6.2% | 3,473 | -17.9% | 0.02% | -20.7% |
Q3 2020 | $337,000 | +45.3% | 4,232 | +34.0% | 0.03% | +31.8% |
Q2 2020 | $232,000 | -5.3% | 3,158 | -0.9% | 0.02% | +4.8% |
Q4 2019 | $245,000 | +380.4% | 3,187 | +311.2% | 0.02% | +250.0% |
Q2 2018 | $51,000 | – | 775 | – | 0.01% | – |
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% |