SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $263,000 | +8.7% | 2,329 | 0.0% | 0.02% | -4.8% |
Q3 2021 | $242,000 | -3.6% | 2,329 | -3.4% | 0.02% | +5.0% |
Q2 2021 | $251,000 | +17.3% | 2,412 | +9.0% | 0.02% | +5.3% |
Q1 2021 | $214,000 | +11.5% | 2,213 | +4.6% | 0.02% | +5.6% |
Q4 2020 | $192,000 | -6.8% | 2,115 | -18.1% | 0.02% | -18.2% |
Q3 2020 | $206,000 | +8.4% | 2,581 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $190,000 | +21.8% | 2,581 | 0.0% | 0.02% | -4.3% |
Q1 2020 | $156,000 | -29.7% | 2,581 | -10.5% | 0.02% | -8.0% |
Q4 2019 | $222,000 | -27.5% | 2,883 | -33.2% | 0.02% | -34.2% |
Q3 2019 | $306,000 | +0.7% | 4,315 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $304,000 | +210.2% | 4,315 | +199.9% | 0.04% | +192.3% |
Q1 2019 | $98,000 | -34.7% | 1,439 | -42.6% | 0.01% | -40.9% |
Q4 2018 | $150,000 | +123.9% | 2,505 | +165.1% | 0.02% | +144.4% |
Q3 2018 | $67,000 | +8.1% | 945 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $62,000 | +3.3% | 945 | 0.0% | 0.01% | +12.5% |
Q1 2018 | $60,000 | -1.6% | 945 | 0.0% | 0.01% | -11.1% |
Q4 2017 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $58,000 | -4.9% | 945 | -9.6% | 0.01% | 0.0% |
Q2 2017 | $61,000 | +41.9% | 1,045 | +39.0% | 0.01% | +28.6% |
Q1 2017 | $43,000 | +22.9% | 752 | +17.3% | 0.01% | +16.7% |
Q4 2016 | $35,000 | -37.5% | 641 | -40.2% | 0.01% | -40.0% |
Q3 2016 | $56,000 | +60.0% | 1,072 | +54.7% | 0.01% | +66.7% |
Q2 2016 | $35,000 | +1650.0% | 693 | +1286.0% | 0.01% | – |
Q1 2016 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q4 2015 | $2,000 | -95.7% | 50 | -95.0% | 0.00% | -100.0% |
Q3 2015 | $46,000 | +253.8% | 1,000 | +300.0% | 0.01% | +300.0% |
Q2 2015 | $13,000 | – | 250 | – | 0.00% | – |
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% |