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 | $15,098,653 | +1.2% | 302,882 | +5.0% | 2.22% | +5.9% |
Q2 2023 | $14,914,096 | +8.1% | 288,473 | +0.0% | 2.10% | +1.8% |
Q1 2023 | $13,802,605 | +6.9% | 288,455 | +0.1% | 2.06% | -3.9% |
Q4 2022 | $12,917,447 | +24.4% | 288,272 | +16.6% | 2.14% | -0.2% |
Q3 2022 | $10,381,000 | -16.5% | 247,237 | -12.2% | 2.15% | -9.9% |
Q2 2022 | $12,437,000 | -17.3% | 281,444 | -0.0% | 2.38% | -13.5% |
Q1 2022 | $15,031,000 | +7.8% | 281,531 | +128.2% | 2.76% | +2.5% |
Q4 2021 | $13,942,000 | +9.4% | 123,374 | +0.5% | 2.69% | +0.2% |
Q3 2021 | $12,748,000 | -0.4% | 122,744 | +0.0% | 2.68% | -0.3% |
Q2 2021 | $12,798,000 | +7.8% | 122,738 | +0.0% | 2.69% | +1.4% |
Q1 2021 | $11,870,000 | +22296.2% | 122,733 | +21024.4% | 2.65% | +20300.0% |
Q4 2020 | $53,000 | +15.2% | 581 | +0.2% | 0.01% | -7.1% |
Q3 2020 | $46,000 | +9.5% | 580 | +0.3% | 0.01% | 0.0% |
Q2 2020 | $42,000 | +20.0% | 578 | +0.2% | 0.01% | 0.0% |
Q1 2020 | $35,000 | +34.6% | 577 | +67.2% | 0.01% | +7.7% |
Q4 2019 | $26,000 | – | 345 | – | 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% |