SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,574 | -3.6% | 4,585 | 0.0% | 0.01% | -7.7% |
Q2 2023 | $237,057 | +8.0% | 4,585 | 0.0% | 0.01% | +8.3% |
Q1 2023 | $219,404 | -5.5% | 4,585 | -11.5% | 0.01% | -7.7% |
Q4 2022 | $232,262 | +6.5% | 5,183 | 0.0% | 0.01% | -18.8% |
Q3 2022 | $218,000 | -4.8% | 5,183 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $229,000 | -17.3% | 5,183 | 0.0% | 0.02% | +6.7% |
Q1 2022 | $277,000 | -5.5% | 5,183 | +100.0% | 0.02% | -6.2% |
Q4 2021 | $293,000 | -99.9% | 2,592 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $269,232,000 | -0.4% | 2,592 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $270,295,000 | +7.8% | 2,592 | 0.0% | 0.02% | +13.3% |
Q1 2021 | $250,698,000 | +106128.0% | 2,592 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $236,000 | -99.9% | 2,592 | 0.0% | 0.02% | -44.4% |
Q3 2020 | $206,448,000 | +8.3% | 2,592 | -11.9% | 0.03% | 0.0% |
Q2 2020 | $190,644,000 | +21.7% | 2,942 | +13.5% | 0.03% | -3.6% |
Q1 2020 | $156,650,000 | -21.4% | 2,592 | 0.0% | 0.03% | +7.7% |
Q4 2019 | $199,293,000 | +108211.4% | 2,592 | 0.0% | 0.03% | -3.7% |
Q3 2019 | $184,000 | -100.0% | 2,592 | -63.9% | 0.03% | -65.4% |
Q2 2019 | $506,464,000 | – | 7,181 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |