SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $689,775 | +1.4% | 13,837 | +5.2% | 0.04% | +5.9% |
Q2 2023 | $680,062 | +2.5% | 13,154 | -5.1% | 0.03% | 0.0% |
Q1 2023 | $663,201 | +6.8% | 13,860 | 0.0% | 0.03% | +6.2% |
Q4 2022 | $621,067 | +6.7% | 13,860 | 0.0% | 0.03% | -15.8% |
Q3 2022 | $582,000 | -4.7% | 13,860 | +0.2% | 0.04% | -11.6% |
Q2 2022 | $611,000 | -17.3% | 13,835 | -0.1% | 0.04% | -29.5% |
Q1 2022 | $739,000 | -50.1% | 13,846 | +1.5% | 0.06% | +5.2% |
Q4 2021 | $1,481,000 | +113.4% | 13,642 | +104.2% | 0.06% | 0.0% |
Q3 2021 | $694,000 | -4.4% | 6,682 | -4.0% | 0.06% | -6.5% |
Q2 2021 | $726,000 | +12.4% | 6,960 | +4.2% | 0.06% | -16.2% |
Q1 2021 | $646,000 | -9.5% | 6,682 | -14.8% | 0.07% | -3.9% |
Q4 2020 | $714,000 | -52.0% | 7,841 | -58.0% | 0.08% | -65.3% |
Q3 2020 | $1,487,000 | +7.7% | 18,678 | -0.6% | 0.22% | +1.4% |
Q2 2020 | $1,381,000 | +21.5% | 18,791 | -0.2% | 0.22% | -11.3% |
Q1 2020 | $1,137,000 | -43.6% | 18,822 | -28.3% | 0.25% | -36.5% |
Q4 2019 | $2,017,000 | +8.3% | 26,238 | +0.0% | 0.39% | +3.2% |
Q3 2019 | $1,863,000 | -90.0% | 26,233 | +0.0% | 0.38% | +5.0% |
Q2 2019 | $18,638,000 | +948.8% | 26,232 | +0.4% | 0.36% | +6.5% |
Q1 2019 | $1,777,000 | -12.8% | 26,120 | -22.4% | 0.34% | -23.4% |
Q4 2018 | $2,038,000 | -85.5% | 33,641 | -86.3% | 0.44% | -87.1% |
Q1 2017 | $14,028,000 | – | 245,842 | – | 3.41% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |