SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $198 | -2.9% | 3,967 | +0.3% | 0.01% | 0.0% |
Q2 2023 | $204 | +7.9% | 3,954 | +0.4% | 0.01% | 0.0% |
Q1 2023 | $189 | +6.2% | 3,940 | -0.9% | 0.01% | 0.0% |
Q4 2022 | $178 | -99.9% | 3,975 | +0.4% | 0.01% | 0.0% |
Q3 2022 | $166,000 | -4.6% | 3,959 | +0.4% | 0.01% | -8.3% |
Q2 2022 | $174,000 | -17.1% | 3,943 | +0.4% | 0.01% | -7.7% |
Q1 2022 | $210,000 | -13.2% | 3,929 | +83.7% | 0.01% | -13.3% |
Q4 2021 | $242,000 | +9.5% | 2,139 | +0.3% | 0.02% | 0.0% |
Q3 2021 | $221,000 | -5.6% | 2,132 | -5.1% | 0.02% | -6.2% |
Q2 2021 | $234,000 | +7.8% | 2,246 | +0.3% | 0.02% | +6.7% |
Q1 2021 | $217,000 | +6.9% | 2,240 | +0.3% | 0.02% | -16.7% |
Q4 2020 | $203,000 | +14.7% | 2,234 | +0.4% | 0.02% | +5.9% |
Q3 2020 | $177,000 | +9.3% | 2,225 | +1.0% | 0.02% | 0.0% |
Q2 2020 | $162,000 | +21.8% | 2,204 | +0.5% | 0.02% | +6.2% |
Q1 2020 | $133,000 | -36.1% | 2,192 | -18.8% | 0.02% | -23.8% |
Q4 2019 | $208,000 | +17.5% | 2,700 | +7.8% | 0.02% | +10.5% |
Q3 2019 | $177,000 | +7.3% | 2,504 | +7.1% | 0.02% | +5.6% |
Q2 2019 | $165,000 | +28.9% | 2,337 | +24.2% | 0.02% | +20.0% |
Q1 2019 | $128,000 | +6300.0% | 1,881 | +6617.9% | 0.02% | – |
Q1 2018 | $2,000 | – | 28 | – | 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% |