SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
---|---|---|---|
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% |