SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $141,000 | -0.7% | 1,359 | 0.0% | 0.02% | -5.3% |
Q2 2021 | $142,000 | +8.4% | 1,359 | +0.5% | 0.02% | +90.0% |
Q1 2021 | $131,000 | -10.9% | 1,352 | -16.1% | 0.01% | -16.7% |
Q4 2020 | $147,000 | +14.8% | 1,612 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $128,000 | +8.5% | 1,612 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $118,000 | +21.6% | 1,612 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $97,000 | -21.8% | 1,612 | 0.0% | 0.01% | -8.3% |
Q4 2019 | $124,000 | +3.3% | 1,612 | -4.7% | 0.01% | -7.7% |
Q3 2019 | $120,000 | +0.8% | 1,692 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $119,000 | -37.7% | 1,692 | -39.8% | 0.01% | -43.5% |
Q1 2019 | $191,000 | -18.7% | 2,809 | -28.4% | 0.02% | -32.4% |
Q4 2018 | $235,000 | -14.9% | 3,925 | 0.0% | 0.03% | -10.5% |
Q3 2018 | $276,000 | -97.3% | 3,925 | +1824.0% | 0.04% | +1800.0% |
Q1 2016 | $10,208,000 | – | 204 | – | 0.00% | – |
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% |