SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,923 | -92.7% | 59 | -92.4% | 0.00% | -100.0% |
Q2 2023 | $39,943 | +1569.2% | 773 | +1446.0% | 0.00% | – |
Q1 2023 | $2,393 | -73.3% | 50 | -75.0% | 0.00% | -100.0% |
Q4 2022 | $8,962 | +12.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,000 | -52.2% | 200 | 0.0% | 0.00% | -50.0% |
Q4 2021 | $23,000 | +130.0% | 200 | +100.0% | 0.00% | +100.0% |
Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $7,000 | -73.1% | 100 | -77.0% | 0.00% | -80.0% |
Q1 2020 | $26,000 | -43.5% | 435 | -27.5% | 0.01% | -37.5% |
Q4 2019 | $46,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $43,000 | -25.9% | 600 | -27.3% | 0.01% | -27.3% |
Q2 2019 | $58,000 | +3.6% | 825 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $56,000 | +51.4% | 825 | +32.0% | 0.01% | +37.5% |
Q4 2018 | $37,000 | – | 625 | – | 0.01% | – |
Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2018 | $42,000 | +7.7% | 615 | 0.0% | 0.01% | +12.5% |
Q1 2018 | $39,000 | -2.5% | 615 | 0.0% | 0.01% | -11.1% |
Q4 2017 | $40,000 | +8.1% | 615 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $37,000 | – | 615 | – | 0.01% | – |
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% |