SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,576,465 | -3.6% | 51,684 | -0.0% | 0.13% | -5.8% |
Q2 2023 | $2,672,097 | -7.4% | 51,685 | -14.3% | 0.14% | -15.8% |
Q1 2023 | $2,884,375 | +12.6% | 60,280 | +5.5% | 0.16% | +2.5% |
Q4 2022 | $2,560,606 | +0.9% | 57,144 | -5.4% | 0.16% | -16.6% |
Q3 2022 | $2,537,000 | +710.5% | 60,419 | +751.9% | 0.19% | +589.3% |
Q2 2022 | $313,000 | -28.2% | 7,092 | -13.1% | 0.03% | -15.2% |
Q1 2022 | $436,000 | -13.8% | 8,165 | +82.4% | 0.03% | -10.8% |
Q4 2021 | $506,000 | +8.8% | 4,477 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $465,000 | -21.2% | 4,477 | -20.9% | 0.04% | +2.7% |
Q2 2021 | $590,000 | +5.7% | 5,660 | -1.9% | 0.04% | -7.5% |
Q1 2021 | $558,000 | +1.6% | 5,769 | -4.3% | 0.04% | -13.0% |
Q4 2020 | $549,000 | +20.4% | 6,031 | +5.3% | 0.05% | 0.0% |
Q3 2020 | $456,000 | +21.3% | 5,729 | +12.0% | 0.05% | -11.5% |
Q2 2020 | $376,000 | -12.4% | 5,117 | -27.9% | 0.05% | -16.1% |
Q1 2020 | $429,000 | -46.6% | 7,097 | -32.1% | 0.06% | -34.7% |
Q4 2019 | $803,000 | – | 10,447 | – | 0.10% | – |
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% |