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 | $20,409 | -3.2% | 409 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $21,087 | +8.4% | 408 | +0.5% | 0.01% | +11.1% |
Q1 2023 | $19,445 | +7.2% | 406 | +0.2% | 0.01% | 0.0% |
Q4 2022 | $18,139 | +6.7% | 405 | +0.5% | 0.01% | 0.0% |
Q3 2022 | $17,000 | -5.6% | 403 | +0.5% | 0.01% | 0.0% |
Q2 2022 | $18,000 | -14.3% | 401 | +0.2% | 0.01% | 0.0% |
Q1 2022 | $21,000 | -8.7% | 400 | +101.0% | 0.01% | -25.0% |
Q4 2021 | $23,000 | +9.5% | 199 | +0.5% | 0.01% | +33.3% |
Q3 2021 | $21,000 | 0.0% | 198 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $21,000 | +10.5% | 198 | +0.5% | 0.01% | 0.0% |
Q1 2021 | $19,000 | +5.6% | 197 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $18,000 | +12.5% | 197 | +0.5% | 0.01% | -10.0% |
Q3 2020 | $16,000 | +14.3% | 196 | +1.0% | 0.01% | +11.1% |
Q2 2020 | $14,000 | +16.7% | 194 | +0.5% | 0.01% | 0.0% |
Q1 2020 | $12,000 | -20.0% | 193 | 0.0% | 0.01% | +12.5% |
Q4 2019 | $15,000 | +7.1% | 193 | +1.0% | 0.01% | 0.0% |
Q3 2019 | $14,000 | +7.7% | 191 | +0.5% | 0.01% | 0.0% |
Q2 2019 | $13,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $13,000 | +18.2% | 190 | +0.5% | 0.01% | 0.0% |
Q4 2018 | $11,000 | -15.4% | 189 | +1.1% | 0.01% | 0.0% |
Q3 2018 | $13,000 | +8.3% | 187 | +0.5% | 0.01% | 0.0% |
Q2 2018 | $12,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $12,000 | 0.0% | 186 | +0.5% | 0.01% | 0.0% |
Q4 2017 | $12,000 | +9.1% | 185 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $11,000 | 0.0% | 185 | +0.5% | 0.01% | -11.1% |
Q2 2017 | $11,000 | – | 184 | – | 0.01% | – |
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% |