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 | $410,096 | -4.5% | 8,227 | -1.0% | 0.05% | 0.0% |
Q2 2023 | $429,451 | +8.0% | 8,307 | 0.0% | 0.05% | -1.9% |
Q1 2023 | $397,471 | -18.3% | 8,307 | -23.5% | 0.05% | -26.0% |
Q4 2022 | $486,663 | +64.4% | 10,861 | +54.3% | 0.07% | +49.0% |
Q3 2022 | $296,000 | -4.8% | 7,040 | +0.1% | 0.05% | -2.0% |
Q2 2022 | $311,000 | +34.1% | 7,036 | +62.0% | 0.05% | +51.5% |
Q1 2022 | $232,000 | -5.3% | 4,343 | +100.0% | 0.03% | -17.5% |
Q4 2021 | $245,000 | +8.9% | 2,171 | +0.1% | 0.04% | -24.5% |
Q3 2021 | $225,000 | +0.4% | 2,169 | +0.9% | 0.05% | +1.9% |
Q2 2021 | $224,000 | +7.7% | 2,150 | +0.0% | 0.05% | -10.3% |
Q1 2021 | $208,000 | -5.5% | 2,149 | -10.9% | 0.06% | -13.4% |
Q4 2020 | $220,000 | -16.0% | 2,412 | -29.1% | 0.07% | -31.6% |
Q4 2019 | $262,000 | +8.3% | 3,404 | -0.0% | 0.10% | -3.0% |
Q3 2019 | $242,000 | +6.1% | 3,405 | +5.4% | 0.10% | +4.1% |
Q2 2019 | $228,000 | +3.6% | 3,230 | 0.0% | 0.10% | -2.0% |
Q1 2019 | $220,000 | -11.6% | 3,230 | -8.8% | 0.10% | -19.5% |
Q3 2018 | $249,000 | +7.8% | 3,542 | +1.1% | 0.12% | -0.8% |
Q2 2018 | $231,000 | +3.6% | 3,502 | 0.0% | 0.12% | -1.6% |
Q1 2018 | $223,000 | +5.2% | 3,502 | +6.7% | 0.13% | +7.7% |
Q4 2017 | $212,000 | +5.5% | 3,282 | -0.5% | 0.12% | 0.0% |
Q3 2017 | $201,000 | -9.9% | 3,300 | -27.1% | 0.12% | -40.9% |
Q1 2016 | $223,000 | – | 4,526 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |