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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $609,546 | +39.1% | 11,790 | +28.7% | 0.13% | +18.7% |
Q1 2023 | $438,237 | -16.9% | 9,159 | -22.1% | 0.11% | -18.3% |
Q4 2022 | $527,067 | +0.6% | 11,762 | +0.2% | 0.13% | -5.8% |
Q3 2022 | $524,000 | -1.3% | 11,741 | -2.4% | 0.14% | -10.3% |
Q2 2022 | $531,000 | -17.2% | 12,026 | +0.2% | 0.16% | -22.9% |
Q1 2022 | $641,000 | -7.0% | 12,007 | +97.0% | 0.20% | -6.1% |
Q4 2021 | $689,000 | +10.8% | 6,096 | +1.8% | 0.21% | 0.0% |
Q3 2021 | $622,000 | +0.6% | 5,988 | +1.1% | 0.21% | -0.5% |
Q2 2021 | $618,000 | +10.0% | 5,923 | +1.9% | 0.22% | -0.9% |
Q1 2021 | $562,000 | +16.1% | 5,815 | +9.2% | 0.22% | +0.9% |
Q4 2020 | $484,000 | +11.5% | 5,324 | -2.2% | 0.22% | -0.9% |
Q3 2020 | $434,000 | +9.9% | 5,444 | +1.3% | 0.22% | +1.9% |
Q2 2020 | $395,000 | +16.2% | 5,375 | -4.4% | 0.21% | -5.3% |
Q1 2020 | $340,000 | -25.3% | 5,621 | -5.0% | 0.22% | -12.8% |
Q4 2019 | $455,000 | +12.6% | 5,917 | +4.1% | 0.26% | +6.2% |
Q3 2019 | $404,000 | -9.0% | 5,686 | -9.7% | 0.24% | -10.0% |
Q2 2019 | $444,000 | +3.5% | 6,298 | 0.0% | 0.27% | -1.5% |
Q1 2019 | $429,000 | +13.8% | 6,298 | +0.1% | 0.27% | +1.1% |
Q4 2018 | $377,000 | -12.1% | 6,293 | -1.0% | 0.27% | -5.2% |
Q3 2018 | $429,000 | +60.7% | 6,355 | +57.0% | 0.29% | +45.9% |
Q2 2018 | $267,000 | +3.5% | 4,048 | 0.0% | 0.20% | 0.0% |
Q1 2018 | $258,000 | -13.1% | 4,048 | -12.2% | 0.20% | -26.6% |
Q4 2017 | $297,000 | – | 4,609 | – | 0.27% | – |
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% |