SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $269,948 | +25.2% | 5,415 | +29.9% | 0.03% | +22.7% |
Q2 2023 | $215,611 | +10.7% | 4,170 | +2.5% | 0.02% | +4.8% |
Q1 2023 | $194,714 | +9.3% | 4,069 | +2.3% | 0.02% | 0.0% |
Q4 2022 | $178,217 | -47.4% | 3,977 | -50.8% | 0.02% | -56.2% |
Q3 2022 | $339,000 | +87.3% | 8,076 | +97.3% | 0.05% | +54.8% |
Q2 2022 | $181,000 | -25.8% | 4,093 | -10.5% | 0.03% | -20.5% |
Q1 2022 | $244,000 | -1.2% | 4,575 | +109.2% | 0.04% | 0.0% |
Q4 2021 | $247,000 | +9.8% | 2,187 | +0.9% | 0.04% | -13.3% |
Q3 2021 | $225,000 | +4.7% | 2,168 | +5.2% | 0.04% | -10.0% |
Q2 2021 | $215,000 | +1.9% | 2,060 | -5.6% | 0.05% | -19.4% |
Q1 2021 | $211,000 | +13.4% | 2,183 | +7.1% | 0.06% | -1.6% |
Q4 2020 | $186,000 | +14.8% | 2,039 | +0.2% | 0.06% | -6.0% |
Q3 2020 | $162,000 | +23.7% | 2,035 | +14.3% | 0.07% | +8.1% |
Q2 2020 | $131,000 | +12.9% | 1,781 | -7.5% | 0.06% | -15.1% |
Q1 2020 | $116,000 | -30.1% | 1,926 | -10.7% | 0.07% | -24.0% |
Q4 2019 | $166,000 | +10.7% | 2,156 | +2.2% | 0.10% | -2.0% |
Q3 2019 | $150,000 | +29.3% | 2,110 | +28.0% | 0.10% | +14.0% |
Q2 2019 | $116,000 | +10.5% | 1,648 | +6.9% | 0.09% | +3.6% |
Q1 2019 | $105,000 | +15.4% | 1,542 | +2.1% | 0.08% | -1.2% |
Q4 2018 | $91,000 | – | 1,511 | – | 0.08% | – |
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% |