SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $435,436 | -3.6% | 8,735 | 0.0% | 0.02% | -4.3% |
Q2 2023 | $451,595 | +8.0% | 8,735 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $417,966 | +3.1% | 8,735 | -3.4% | 0.02% | -4.2% |
Q4 2022 | $405,392 | +6.7% | 9,047 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $380,000 | -29.2% | 9,047 | -25.6% | 0.02% | -31.4% |
Q2 2022 | $537,000 | -1.8% | 12,163 | +18.7% | 0.04% | +25.0% |
Q1 2022 | $547,000 | -39.6% | 10,248 | +27.9% | 0.03% | -37.8% |
Q4 2021 | $906,000 | +271.3% | 8,013 | +240.3% | 0.04% | +221.4% |
Q3 2021 | $244,000 | -0.4% | 2,355 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $245,000 | +7.9% | 2,355 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $227,000 | +6.1% | 2,355 | 0.0% | 0.01% | -6.7% |
Q4 2020 | $214,000 | – | 2,355 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |