SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $567,329 | -27.0% | 11,381 | -24.3% | 0.11% | -26.2% |
Q2 2023 | $777,433 | -14.8% | 15,037 | -21.2% | 0.14% | -16.7% |
Q1 2023 | $912,738 | +7.2% | 19,075 | +0.4% | 0.17% | +3.6% |
Q4 2022 | $851,487 | -31.8% | 19,002 | -36.1% | 0.17% | -40.8% |
Q3 2022 | $1,248,000 | -4.3% | 29,721 | +0.7% | 0.28% | +1.1% |
Q2 2022 | $1,304,000 | -17.1% | 29,522 | +0.3% | 0.28% | -4.7% |
Q1 2022 | $1,573,000 | -5.3% | 29,448 | +100.4% | 0.30% | -5.8% |
Q4 2021 | $1,661,000 | +71.6% | 14,698 | +57.7% | 0.31% | +55.0% |
Q3 2021 | $968,000 | -0.1% | 9,319 | +0.3% | 0.20% | +2.0% |
Q2 2021 | $969,000 | -54.2% | 9,290 | -80.5% | 0.20% | -57.3% |
Q1 2021 | $2,117,000 | +152.0% | 47,705 | +416.6% | 0.46% | +141.7% |
Q4 2020 | $840,000 | +14.8% | 9,235 | +0.4% | 0.19% | +3.2% |
Q3 2020 | $732,000 | +9.1% | 9,197 | +0.6% | 0.19% | +4.5% |
Q2 2020 | $671,000 | +22.0% | 9,141 | +0.4% | 0.18% | 0.0% |
Q1 2020 | $550,000 | -21.0% | 9,104 | +0.5% | 0.18% | +1.7% |
Q4 2019 | $696,000 | – | 9,055 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |