SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $50,434 | +6.8% | 1,054 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $47,230 | +7.3% | 1,054 | 0.0% | 0.01% | -12.5% |
Q3 2022 | $44,000 | -6.4% | 1,054 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $47,000 | -16.1% | 1,054 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $56,000 | -20.0% | 1,054 | +70.8% | 0.01% | -20.0% |
Q4 2021 | $70,000 | +9.4% | 617 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $64,000 | +16.4% | 617 | +17.1% | 0.01% | +22.2% |
Q2 2021 | $55,000 | +7.8% | 527 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $51,000 | +6.2% | 527 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $48,000 | +14.3% | 527 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $42,000 | +7.7% | 527 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $39,000 | +21.9% | 527 | 0.0% | 0.01% | +12.5% |
Q1 2020 | $32,000 | -22.0% | 527 | 0.0% | 0.01% | -11.1% |
Q4 2019 | $41,000 | +10.8% | 527 | 0.0% | 0.01% | +12.5% |
Q3 2019 | $37,000 | 0.0% | 527 | 0.0% | 0.01% | -11.1% |
Q2 2019 | $37,000 | +2.8% | 527 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $36,000 | +12.5% | 527 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $32,000 | -13.5% | 527 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $37,000 | +5.7% | 527 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $35,000 | +2.9% | 527 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $34,000 | 0.0% | 527 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $34,000 | +6.2% | 527 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $32,000 | +3.2% | 527 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $31,000 | -31.1% | 527 | -33.5% | 0.01% | -35.7% |
Q1 2017 | $45,000 | +4.7% | 793 | 0.0% | 0.01% | -6.7% |
Q4 2016 | $43,000 | +4.9% | 793 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $41,000 | +2.5% | 793 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $40,000 | +2.6% | 793 | 0.0% | 0.02% | -6.2% |
Q1 2016 | $39,000 | 0.0% | 793 | 0.0% | 0.02% | +6.7% |
Q4 2015 | $39,000 | +5.4% | 793 | 0.0% | 0.02% | -11.8% |
Q3 2015 | $37,000 | -7.5% | 793 | 0.0% | 0.02% | +6.2% |
Q2 2015 | $40,000 | 0.0% | 793 | 0.0% | 0.02% | -5.9% |
Q1 2015 | $40,000 | 0.0% | 793 | 0.0% | 0.02% | -5.6% |
Q4 2014 | $40,000 | – | 793 | – | 0.02% | – |
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% |