SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,591,807 | +0.6% | 92,112 | +4.3% | 0.10% | +2.2% |
Q2 2023 | $4,566,503 | +9.3% | 88,327 | +1.2% | 0.09% | +3.3% |
Q1 2023 | $4,176,082 | +6.4% | 87,274 | -0.4% | 0.09% | -1.1% |
Q4 2022 | $3,926,028 | +7.3% | 87,615 | +0.5% | 0.09% | +23.0% |
Q3 2022 | $3,660,000 | -1.3% | 87,169 | +3.9% | 0.07% | +2.8% |
Q2 2022 | $3,709,000 | -15.2% | 83,930 | +2.5% | 0.07% | -6.5% |
Q1 2022 | $4,374,000 | -2.7% | 81,917 | +106.0% | 0.08% | 0.0% |
Q4 2021 | $4,495,000 | +9.9% | 39,773 | +1.0% | 0.08% | +2.7% |
Q3 2021 | $4,089,000 | +1.6% | 39,370 | +2.0% | 0.08% | +1.4% |
Q2 2021 | $4,023,000 | +9.2% | 38,586 | +1.3% | 0.07% | +4.2% |
Q1 2021 | $3,685,000 | +12.1% | 38,108 | +5.5% | 0.07% | +6.0% |
Q4 2020 | $3,288,000 | +15.4% | 36,138 | +1.0% | 0.07% | +3.1% |
Q3 2020 | $2,850,000 | +6.3% | 35,785 | -1.9% | 0.06% | +3.2% |
Q2 2020 | $2,681,000 | +27.8% | 36,486 | +5.2% | 0.06% | +14.5% |
Q1 2020 | $2,097,000 | -14.0% | 34,698 | +9.4% | 0.06% | +3.8% |
Q4 2019 | $2,438,000 | +8.5% | 31,717 | +0.2% | 0.05% | +6.0% |
Q3 2019 | $2,247,000 | +3.1% | 31,640 | +2.4% | 0.05% | +4.2% |
Q2 2019 | $2,179,000 | +5.7% | 30,892 | +2.0% | 0.05% | +4.3% |
Q1 2019 | $2,061,000 | +34.4% | 30,280 | +18.3% | 0.05% | +24.3% |
Q4 2018 | $1,534,000 | -9.8% | 25,604 | +6.0% | 0.04% | 0.0% |
Q3 2018 | $1,701,000 | +12.3% | 24,165 | +5.2% | 0.04% | +8.8% |
Q2 2018 | $1,515,000 | +12.5% | 22,962 | +8.8% | 0.03% | +13.3% |
Q1 2018 | $1,347,000 | +9.3% | 21,114 | +10.5% | 0.03% | +15.4% |
Q4 2017 | $1,232,000 | – | 19,101 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |