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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,456,723 | -0.5% | 54,805 | -3.7% | 0.35% | -2.5% |
Q1 2024 | $3,475,517 | +8.6% | 56,929 | -1.0% | 0.36% | +1.1% |
Q4 2023 | $3,200,915 | +8.8% | 57,498 | -2.5% | 0.35% | -1.1% |
Q3 2023 | $2,940,802 | -10.8% | 58,993 | -7.5% | 0.36% | -8.0% |
Q2 2023 | $3,296,548 | +5.2% | 63,763 | -2.6% | 0.39% | -1.0% |
Q1 2023 | $3,134,080 | +1.7% | 65,498 | -4.8% | 0.39% | -0.3% |
Q4 2022 | $3,081,360 | +3.7% | 68,765 | -2.9% | 0.39% | -4.2% |
Q3 2022 | $2,972,000 | -7.5% | 70,785 | -2.6% | 0.41% | -1.9% |
Q2 2022 | $3,213,000 | -17.9% | 72,700 | -0.8% | 0.42% | -7.7% |
Q1 2022 | $3,912,000 | -4.7% | 73,274 | +101.7% | 0.45% | -5.0% |
Q4 2021 | $4,106,000 | +7.3% | 36,337 | -1.4% | 0.48% | -5.4% |
Q3 2021 | $3,828,000 | -2.7% | 36,855 | -2.4% | 0.50% | -8.0% |
Q2 2021 | $3,936,000 | +11.9% | 37,750 | +3.8% | 0.55% | +2.2% |
Q1 2021 | $3,517,000 | +7.8% | 36,367 | +1.4% | 0.54% | -3.1% |
Q4 2020 | $3,264,000 | +10.3% | 35,876 | -3.5% | 0.55% | -4.3% |
Q3 2020 | $2,960,000 | +6.9% | 37,162 | -1.4% | 0.58% | -3.2% |
Q2 2020 | $2,768,000 | +18.8% | 37,682 | -2.2% | 0.60% | -2.5% |
Q1 2020 | $2,330,000 | -19.3% | 38,549 | +2.7% | 0.61% | +0.8% |
Q4 2019 | $2,886,000 | +11.9% | 37,543 | +3.4% | 0.61% | +0.7% |
Q3 2019 | $2,578,000 | +3.5% | 36,305 | +2.8% | 0.60% | -0.7% |
Q2 2019 | $2,490,000 | +22.1% | 35,309 | +17.8% | 0.61% | +16.3% |
Q1 2019 | $2,039,000 | +16.1% | 29,965 | +6.4% | 0.52% | +4.2% |
Q4 2018 | $1,756,000 | -51.1% | 28,155 | -46.5% | 0.50% | +2.0% |
Q3 2018 | $3,588,000 | +109.5% | 52,595 | +102.6% | 0.49% | +1.4% |
Q2 2018 | $1,713,000 | +9.0% | 25,955 | +5.4% | 0.48% | +3.6% |
Q1 2018 | $1,571,000 | +2.1% | 24,627 | +3.3% | 0.47% | +2.6% |
Q4 2017 | $1,538,000 | +3.4% | 23,832 | -2.4% | 0.45% | -8.5% |
Q3 2017 | $1,487,000 | +5.9% | 24,410 | +1.7% | 0.50% | -0.4% |
Q2 2017 | $1,404,000 | +10.3% | 24,010 | +7.6% | 0.50% | +9.0% |
Q1 2017 | $1,273,000 | +25.2% | 22,305 | +18.9% | 0.46% | +15.4% |
Q4 2016 | $1,017,000 | +6.8% | 18,765 | +3.1% | 0.40% | +6.5% |
Q3 2016 | $952,000 | +8.6% | 18,205 | +4.4% | 0.37% | +3.6% |
Q2 2016 | $877,000 | +3.3% | 17,430 | +1.2% | 0.36% | +0.8% |
Q1 2016 | $849,000 | +10.1% | 17,220 | +9.5% | 0.36% | -4.8% |
Q4 2015 | $771,000 | +12.4% | 15,720 | +6.2% | 0.37% | +6.2% |
Q3 2015 | $686,000 | -4.9% | 14,800 | +3.1% | 0.35% | +1.7% |
Q2 2015 | $721,000 | -0.4% | 14,350 | +0.0% | 0.35% | +0.6% |
Q1 2015 | $724,000 | +4.0% | 14,345 | +2.6% | 0.34% | -6.5% |
Q4 2014 | $696,000 | +4.7% | 13,980 | 0.0% | 0.37% | -6.1% |
Q3 2014 | $665,000 | -1.0% | 13,980 | -0.7% | 0.39% | -1.5% |
Q2 2014 | $672,000 | +4.0% | 14,080 | -0.4% | 0.40% | +0.8% |
Q1 2014 | $646,000 | +3.0% | 14,130 | +1.4% | 0.40% | -5.5% |
Q4 2013 | $627,000 | – | 13,930 | – | 0.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |