SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,064 | -7.5% | 4,575 | -4.0% | 0.00% | 0.0% |
Q2 2023 | $246,454 | +8.0% | 4,767 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $228,101 | +7.2% | 4,767 | +0.4% | 0.00% | 0.0% |
Q4 2022 | $212,848 | +8.0% | 4,750 | +1.1% | 0.00% | 0.0% |
Q3 2022 | $197,000 | -5.3% | 4,697 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $208,000 | -21.5% | 4,697 | -5.4% | 0.00% | 0.0% |
Q1 2022 | $265,000 | -4.7% | 4,966 | +101.9% | 0.00% | -20.0% |
Q4 2021 | $278,000 | +9.0% | 2,460 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $255,000 | 0.0% | 2,460 | +0.7% | 0.01% | 0.0% |
Q2 2021 | $255,000 | +8.1% | 2,443 | 0.0% | 0.01% | +25.0% |
Q1 2021 | $236,000 | +4.4% | 2,443 | -1.6% | 0.00% | -20.0% |
Q4 2020 | $226,000 | +7.6% | 2,482 | -5.9% | 0.01% | -16.7% |
Q3 2020 | $210,000 | +9.9% | 2,638 | +1.3% | 0.01% | +20.0% |
Q2 2020 | $191,000 | +11.0% | 2,603 | -8.3% | 0.01% | -16.7% |
Q1 2020 | $172,000 | -21.1% | 2,838 | +0.3% | 0.01% | 0.0% |
Q4 2019 | $218,000 | +11.2% | 2,830 | +2.2% | 0.01% | 0.0% |
Q3 2019 | $196,000 | -4.9% | 2,768 | -8.7% | 0.01% | -14.3% |
Q1 2019 | $206,000 | -5.9% | 3,031 | -2.6% | 0.01% | -12.5% |
Q3 2018 | $219,000 | +6.8% | 3,113 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $205,000 | -1.4% | 3,113 | -4.6% | 0.01% | 0.0% |
Q1 2018 | $208,000 | -0.5% | 3,263 | +0.6% | 0.01% | 0.0% |
Q4 2017 | $209,000 | -7.1% | 3,242 | -15.9% | 0.01% | -20.0% |
Q2 2017 | $225,000 | -5.5% | 3,856 | -7.7% | 0.01% | -9.1% |
Q1 2017 | $238,000 | +7.7% | 4,176 | +2.4% | 0.01% | 0.0% |
Q4 2016 | $221,000 | +5.7% | 4,079 | +2.0% | 0.01% | +10.0% |
Q3 2016 | $209,000 | – | 3,999 | – | 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% |