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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $13,495,867 | +18.1% | 242,426 | +5.8% | 6.13% | +9.7% |
Q3 2023 | $11,427,674 | -46.3% | 229,241 | -44.3% | 5.59% | -43.9% |
Q2 2023 | $21,273,010 | +5.4% | 411,470 | -2.5% | 9.96% | +0.1% |
Q1 2023 | $20,184,534 | -38.8% | 421,829 | -42.7% | 9.95% | -36.7% |
Q4 2022 | $33,002,579 | +158.8% | 736,500 | +142.5% | 15.71% | +147.3% |
Q3 2022 | $12,753,000 | +0.4% | 303,714 | +5.6% | 6.35% | +1.4% |
Q2 2022 | $12,708,000 | -53.1% | 287,568 | -43.3% | 6.26% | -51.4% |
Q1 2022 | $27,098,000 | -18.5% | 507,541 | +72.6% | 12.88% | -18.6% |
Q4 2021 | $33,238,000 | -1.2% | 294,114 | -9.2% | 15.82% | -10.9% |
Q3 2021 | $33,646,000 | +8.0% | 323,960 | +11.3% | 17.75% | -0.9% |
Q2 2021 | $31,156,000 | +66.2% | 290,963 | +49.2% | 17.91% | +51.9% |
Q1 2021 | $18,741,000 | -27.9% | 194,978 | -31.8% | 11.79% | -28.3% |
Q4 2020 | $25,997,000 | +28.2% | 285,716 | +12.2% | 16.46% | +17.4% |
Q3 2020 | $20,283,000 | +5.1% | 254,687 | -3.1% | 14.01% | -3.8% |
Q2 2020 | $19,302,000 | +32.6% | 262,720 | +9.0% | 14.57% | +8.4% |
Q1 2020 | $14,560,000 | +32.4% | 240,937 | +68.4% | 13.43% | +56.8% |
Q4 2019 | $10,998,000 | +7.5% | 143,050 | -0.7% | 8.57% | -4.9% |
Q3 2019 | $10,228,000 | +14.1% | 144,011 | +13.3% | 9.00% | +25.0% |
Q2 2019 | $8,962,000 | +51.8% | 127,067 | +46.5% | 7.20% | +58.0% |
Q1 2019 | $5,903,000 | +91.4% | 86,750 | +68.6% | 4.56% | +119.2% |
Q4 2018 | $3,084,000 | -23.5% | 51,465 | -10.1% | 2.08% | -1.3% |
Q3 2018 | $4,029,000 | +9.1% | 57,239 | +2.3% | 2.11% | +6.6% |
Q2 2018 | $3,693,000 | +10.2% | 55,965 | +6.5% | 1.98% | +5.8% |
Q1 2018 | $3,352,000 | -4.0% | 52,542 | -2.9% | 1.87% | -4.8% |
Q4 2017 | $3,493,000 | -14.4% | 54,132 | -19.2% | 1.96% | -14.3% |
Q3 2017 | $4,081,000 | +14.8% | 66,996 | +10.1% | 2.29% | +12.2% |
Q2 2017 | $3,556,000 | +20.2% | 60,828 | +17.3% | 2.04% | +12.3% |
Q1 2017 | $2,958,000 | – | 51,837 | – | 1.82% | – |
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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% |