SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 854 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,540,525 | +1.5% | 88,127 | -1.4% | 0.47% | -0.2% |
Q1 2024 | $5,458,706 | +11.5% | 89,413 | +1.7% | 0.47% | +14.0% |
Q4 2023 | $4,894,809 | +12.7% | 87,925 | +0.9% | 0.42% | +2.7% |
Q3 2023 | $4,344,310 | -6.2% | 87,147 | -2.7% | 0.40% | -3.8% |
Q2 2023 | $4,629,425 | +8.0% | 89,544 | +0.0% | 0.42% | +2.4% |
Q1 2023 | $4,284,595 | +10.4% | 89,542 | +3.4% | 0.41% | +4.3% |
Q4 2022 | $3,879,719 | +2.7% | 86,581 | -3.7% | 0.39% | -6.9% |
Q3 2022 | $3,776,000 | -6.6% | 89,935 | -1.7% | 0.42% | -2.1% |
Q2 2022 | $4,042,000 | -9.7% | 91,464 | +9.1% | 0.43% | +2.1% |
Q1 2022 | $4,475,000 | +0.1% | 83,822 | +112.0% | 0.42% | +4.2% |
Q4 2021 | $4,469,000 | +1.4% | 39,545 | -6.8% | 0.40% | -7.1% |
Q3 2021 | $4,408,000 | +2.3% | 42,442 | +2.7% | 0.44% | -0.7% |
Q2 2021 | $4,307,000 | +16.0% | 41,311 | +7.6% | 0.44% | +9.8% |
Q1 2021 | $3,714,000 | +7.7% | 38,400 | +1.3% | 0.40% | +0.5% |
Q4 2020 | $3,450,000 | +12.7% | 37,917 | -1.4% | 0.40% | -2.9% |
Q3 2020 | $3,061,000 | +9.4% | 38,440 | +0.9% | 0.41% | +2.0% |
Q2 2020 | $2,799,000 | +19.2% | 38,104 | -2.0% | 0.40% | +2.0% |
Q1 2020 | $2,349,000 | -21.3% | 38,879 | +0.1% | 0.39% | +7.4% |
Q4 2019 | $2,986,000 | +7.5% | 38,834 | -0.7% | 0.37% | -0.3% |
Q3 2019 | $2,778,000 | +3.7% | 39,118 | +3.0% | 0.37% | +2.5% |
Q2 2019 | $2,678,000 | +10.3% | 37,976 | +6.4% | 0.36% | +5.3% |
Q1 2019 | $2,428,000 | +22.4% | 35,679 | +7.8% | 0.34% | +8.9% |
Q4 2018 | $1,983,000 | -13.1% | 33,084 | +2.1% | 0.31% | +4.3% |
Q3 2018 | $2,281,000 | +13.0% | 32,410 | +5.9% | 0.30% | +97.4% |
Q2 2018 | $2,019,000 | +10.7% | 30,603 | +7.0% | 0.15% | -43.5% |
Q1 2018 | $1,824,000 | +1.1% | 28,595 | +2.2% | 0.27% | +3.9% |
Q4 2017 | $1,805,000 | +5.2% | 27,976 | -0.6% | 0.26% | +4.0% |
Q3 2017 | $1,715,000 | +14.8% | 28,155 | +10.2% | 0.25% | +9.7% |
Q2 2017 | $1,494,000 | +5.4% | 25,541 | +2.7% | 0.23% | -0.4% |
Q1 2017 | $1,418,000 | +13.3% | 24,863 | +7.7% | 0.23% | +7.0% |
Q4 2016 | $1,251,000 | +8.4% | 23,094 | +4.7% | 0.21% | +6.5% |
Q3 2016 | $1,154,000 | +21.0% | 22,056 | +16.3% | 0.20% | +13.6% |
Q2 2016 | $954,000 | +9.3% | 18,961 | +7.0% | 0.18% | -1.7% |
Q1 2016 | $873,000 | +3.3% | 17,717 | +2.9% | 0.18% | +1.1% |
Q4 2015 | $845,000 | +14.5% | 17,225 | +8.3% | 0.18% | +3.5% |
Q3 2015 | $738,000 | +5.4% | 15,911 | +14.1% | 0.17% | +14.8% |
Q2 2015 | $700,000 | -1.4% | 13,939 | -0.9% | 0.15% | -0.7% |
Q1 2015 | $710,000 | -46.4% | 14,065 | -47.0% | 0.15% | +5.6% |
Q4 2014 | $1,324,000 | +119.6% | 26,560 | +109.5% | 0.14% | +8.4% |
Q3 2014 | $603,000 | +12.1% | 12,676 | +12.4% | 0.13% | +12.0% |
Q2 2014 | $538,000 | +102.3% | 11,277 | +94.0% | 0.12% | +82.8% |
Q1 2014 | $266,000 | -89.0% | 5,814 | -90.6% | 0.06% | -91.0% |
Q2 2013 | $2,411,000 | – | 61,946 | – | 0.71% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |