SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $969,430 | +40.0% | 19,447 | +45.2% | 0.22% | +42.4% |
Q2 2023 | $692,324 | +13.2% | 13,391 | +4.7% | 0.16% | +8.2% |
Q1 2023 | $611,711 | +8.8% | 12,784 | +1.9% | 0.15% | -14.6% |
Q4 2022 | $562,087 | +4.3% | 12,544 | -2.3% | 0.17% | -6.0% |
Q3 2022 | $539,000 | -4.3% | 12,842 | +0.9% | 0.18% | -3.2% |
Q2 2022 | $563,000 | -17.7% | 12,730 | -0.6% | 0.19% | -11.3% |
Q1 2022 | $684,000 | -6.6% | 12,809 | +97.7% | 0.21% | -7.0% |
Q4 2021 | $732,000 | +8.3% | 6,479 | -0.4% | 0.23% | -2.1% |
Q3 2021 | $676,000 | -4.0% | 6,506 | -3.6% | 0.23% | -12.1% |
Q2 2021 | $704,000 | +7.2% | 6,750 | -0.7% | 0.26% | -2.9% |
Q1 2021 | $657,000 | +3.1% | 6,796 | -2.9% | 0.27% | -6.2% |
Q4 2020 | $637,000 | +12.3% | 6,997 | -1.7% | 0.29% | -4.9% |
Q3 2020 | $567,000 | +1.1% | 7,117 | -6.9% | 0.31% | -10.5% |
Q2 2020 | $561,000 | +24.7% | 7,642 | +2.6% | 0.34% | +1.8% |
Q1 2020 | $450,000 | -34.8% | 7,449 | -17.0% | 0.34% | -32.1% |
Q4 2019 | $690,000 | -26.0% | 8,975 | -31.7% | 0.50% | -32.9% |
Q3 2019 | $933,000 | -2.3% | 13,144 | -2.9% | 0.74% | -9.9% |
Q2 2019 | $955,000 | +14.5% | 13,542 | +10.5% | 0.82% | +6.9% |
Q1 2019 | $834,000 | -9.3% | 12,255 | -20.2% | 0.77% | -21.4% |
Q4 2018 | $920,000 | – | 15,353 | – | 0.97% | – |
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% |