SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $610,506 | -82.2% | 12,247 | -81.5% | 0.03% | -80.9% |
Q2 2023 | $3,431,497 | -22.5% | 66,373 | -28.1% | 0.18% | -24.6% |
Q1 2023 | $4,428,605 | -12.9% | 92,305 | -18.7% | 0.24% | -23.6% |
Q4 2022 | $5,084,962 | +70.1% | 113,478 | +59.4% | 0.31% | +48.6% |
Q3 2022 | $2,990,000 | -11.4% | 71,208 | -6.7% | 0.21% | -18.4% |
Q2 2022 | $3,374,000 | +5.7% | 76,362 | +27.7% | 0.26% | -0.4% |
Q1 2022 | $3,192,000 | +5.5% | 59,783 | +123.2% | 0.26% | +6.2% |
Q4 2021 | $3,026,000 | +4.9% | 26,780 | -3.6% | 0.24% | +2.1% |
Q3 2021 | $2,885,000 | +3.0% | 27,776 | +3.4% | 0.24% | +2.6% |
Q2 2021 | $2,800,000 | +22.2% | 26,852 | +13.4% | 0.23% | +12.2% |
Q1 2021 | $2,291,000 | +24.2% | 23,689 | +16.8% | 0.20% | +15.2% |
Q4 2020 | $1,844,000 | -14.9% | 20,275 | -25.5% | 0.18% | -23.9% |
Q3 2020 | $2,168,000 | +52.6% | 27,228 | +40.7% | 0.23% | +25.1% |
Q2 2020 | $1,421,000 | +30.1% | 19,347 | +7.1% | 0.19% | +5.1% |
Q1 2020 | $1,092,000 | +22.8% | 18,067 | +56.3% | 0.18% | +14.8% |
Q4 2019 | $889,000 | +6.5% | 11,558 | -1.7% | 0.16% | +14.8% |
Q3 2019 | $835,000 | -1.3% | 11,756 | -2.0% | 0.14% | +0.7% |
Q2 2019 | $846,000 | +25.9% | 11,995 | +21.4% | 0.13% | +12.6% |
Q1 2019 | $672,000 | -27.4% | 9,879 | -36.0% | 0.12% | -39.0% |
Q4 2018 | $925,000 | +77.9% | 15,442 | +109.2% | 0.20% | +13.4% |
Q3 2018 | $520,000 | +33.7% | 7,383 | +25.2% | 0.17% | +89.0% |
Q2 2018 | $389,000 | – | 5,896 | – | 0.09% | – |
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% |