SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.12 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,621 | -3.6% | 1,196 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $61,833 | +8.0% | 1,196 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $57,229 | +6.8% | 1,196 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $53,593 | +7.2% | 1,196 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $50,000 | -5.7% | 1,196 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $53,000 | -17.2% | 1,196 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $64,000 | -5.9% | 1,196 | +100.0% | 0.01% | 0.0% |
Q4 2021 | $68,000 | +9.7% | 598 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $62,000 | 0.0% | 598 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $62,000 | +6.9% | 598 | 0.0% | 0.01% | +8.3% |
Q1 2021 | $58,000 | -46.3% | 598 | -50.0% | 0.01% | 0.0% |
Q4 2020 | $108,000 | +125.0% | 1,196 | +100.0% | 0.01% | -7.7% |
Q3 2020 | $48,000 | +9.1% | 598 | 0.0% | 0.01% | -7.1% |
Q2 2020 | $44,000 | +22.2% | 598 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $36,000 | -21.7% | 598 | 0.0% | 0.01% | -17.6% |
Q4 2019 | $46,000 | +9.5% | 598 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $42,000 | 0.0% | 598 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $42,000 | +35.5% | 598 | +30.0% | 0.02% | +30.8% |
Q1 2019 | $31,000 | -16.2% | 460 | -24.6% | 0.01% | -35.0% |
Q4 2018 | $37,000 | +15.6% | 610 | +32.6% | 0.02% | +33.3% |
Q3 2018 | $32,000 | +6.7% | 460 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $30,000 | +3.4% | 460 | 0.0% | 0.02% | -16.7% |
Q1 2018 | $29,000 | -3.3% | 460 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $30,000 | +87.5% | 460 | +71.6% | 0.02% | +80.0% |
Q3 2017 | $16,000 | 0.0% | 268 | 0.0% | 0.01% | -9.1% |
Q2 2017 | $16,000 | +6.7% | 268 | 0.0% | 0.01% | +10.0% |
Q1 2017 | $15,000 | 0.0% | 268 | 0.0% | 0.01% | -9.1% |
Q4 2016 | $15,000 | +7.1% | 268 | 0.0% | 0.01% | -8.3% |
Q3 2016 | $14,000 | +7.7% | 268 | 0.0% | 0.01% | +9.1% |
Q2 2016 | $13,000 | 0.0% | 268 | 0.0% | 0.01% | -8.3% |
Q1 2016 | $13,000 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $13,000 | – | 268 | – | 0.01% | – |
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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% |