SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $832,543 | -27.4% | 16,701 | -24.7% | 0.08% | -27.9% |
Q2 2023 | $1,147,273 | +5.2% | 22,191 | -2.7% | 0.10% | +2.0% |
Q1 2023 | $1,090,787 | +0.4% | 22,796 | -6.0% | 0.10% | -8.1% |
Q4 2022 | $1,086,909 | +6.1% | 24,256 | -0.5% | 0.11% | -2.6% |
Q3 2022 | $1,024,000 | -9.4% | 24,376 | -4.6% | 0.11% | -4.2% |
Q2 2022 | $1,130,000 | -17.2% | 25,564 | +0.0% | 0.12% | -7.0% |
Q1 2022 | $1,365,000 | +82.7% | 25,560 | +255.2% | 0.13% | +68.4% |
Q3 2021 | $747,000 | -0.4% | 7,196 | 0.0% | 0.08% | -2.6% |
Q2 2021 | $750,000 | +7.8% | 7,196 | 0.0% | 0.08% | 0.0% |
Q1 2021 | $696,000 | +4.2% | 7,196 | -2.0% | 0.08% | -2.5% |
Q4 2020 | $668,000 | +14.2% | 7,341 | 0.0% | 0.08% | +3.9% |
Q3 2020 | $585,000 | -20.2% | 7,341 | -26.4% | 0.08% | -24.5% |
Q2 2020 | $733,000 | +9.9% | 9,980 | -9.5% | 0.10% | -8.9% |
Q1 2020 | $667,000 | -21.2% | 11,032 | +0.2% | 0.11% | -13.2% |
Q4 2019 | $846,000 | +6.8% | 11,007 | -1.3% | 0.13% | 0.0% |
Q3 2019 | $792,000 | -6.4% | 11,156 | -7.0% | 0.13% | -7.9% |
Q2 2019 | $846,000 | +3.7% | 11,992 | 0.0% | 0.14% | -0.7% |
Q1 2019 | $816,000 | +11.6% | 11,992 | -1.7% | 0.14% | +0.7% |
Q4 2018 | $731,000 | +170.7% | 12,194 | +217.3% | 0.14% | +197.9% |
Q3 2018 | $270,000 | -15.1% | 3,843 | -20.1% | 0.05% | -23.0% |
Q2 2018 | $318,000 | +22.8% | 4,812 | +18.5% | 0.06% | +19.6% |
Q1 2018 | $259,000 | -19.3% | 4,061 | -18.5% | 0.05% | -15.0% |
Q4 2017 | $321,000 | -56.7% | 4,980 | -59.1% | 0.06% | -58.6% |
Q3 2017 | $741,000 | -68.2% | 12,167 | -69.5% | 0.14% | -68.7% |
Q2 2017 | $2,332,000 | +21.5% | 39,888 | +18.5% | 0.46% | +14.9% |
Q1 2017 | $1,920,000 | +59.3% | 33,653 | +51.3% | 0.40% | +52.7% |
Q4 2016 | $1,205,000 | +100.2% | 22,243 | +93.4% | 0.26% | +84.6% |
Q3 2016 | $602,000 | +21.6% | 11,501 | +17.0% | 0.14% | +18.2% |
Q2 2016 | $495,000 | +9.0% | 9,832 | +6.6% | 0.12% | +1.7% |
Q1 2016 | $454,000 | +25.1% | 9,221 | +24.6% | 0.12% | +21.4% |
Q4 2015 | $363,000 | +2.5% | 7,403 | -2.9% | 0.10% | +7.7% |
Q3 2015 | $354,000 | +34.6% | 7,625 | +45.8% | 0.09% | +37.9% |
Q2 2015 | $263,000 | +49.4% | 5,231 | +50.2% | 0.07% | +50.0% |
Q1 2015 | $176,000 | +13.5% | 3,483 | +12.3% | 0.04% | +2.3% |
Q4 2014 | $155,000 | +78.2% | 3,102 | +62.7% | 0.04% | +65.4% |
Q3 2014 | $87,000 | +38.1% | 1,906 | +39.3% | 0.03% | +30.0% |
Q2 2014 | $63,000 | +21.2% | 1,368 | +19.6% | 0.02% | +17.6% |
Q1 2014 | $52,000 | +477.8% | 1,144 | +495.8% | 0.02% | +466.7% |
Q4 2013 | $9,000 | – | 192 | +19100.0% | 0.00% | – |
Q3 2013 | $0 | – | 1 | – | 0.00% | – |
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% |