SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,676,390 | -3.6% | 976,457 | -0.0% | 6.55% | +1.9% |
Q2 2023 | $50,497,674 | +7.1% | 976,744 | -0.9% | 6.43% | +4.2% |
Q1 2023 | $47,141,636 | +5.6% | 985,196 | -1.2% | 6.17% | +4.8% |
Q4 2022 | $44,661,850 | +8.0% | 996,694 | +1.2% | 5.89% | -0.1% |
Q3 2022 | $41,342,000 | +3.7% | 984,567 | +9.1% | 5.89% | +8.3% |
Q2 2022 | $39,885,000 | -19.9% | 902,591 | -3.2% | 5.44% | -2.1% |
Q1 2022 | $49,799,000 | -5.8% | 932,745 | +99.4% | 5.55% | +4.2% |
Q4 2021 | $52,867,000 | +9.8% | 467,811 | +0.9% | 5.33% | -0.8% |
Q3 2021 | $48,137,000 | +1.3% | 463,483 | +1.7% | 5.37% | +2.1% |
Q2 2021 | $47,516,000 | +9.5% | 455,703 | +5.1% | 5.26% | +3.7% |
Q1 2021 | $43,413,000 | +14.4% | 433,477 | +3.9% | 5.07% | +3.1% |
Q4 2020 | $37,952,000 | +22.9% | 417,105 | +7.6% | 4.92% | +5.5% |
Q3 2020 | $30,871,000 | +6.7% | 387,638 | -1.6% | 4.66% | +1.0% |
Q2 2020 | $28,930,000 | +21.9% | 393,761 | +0.3% | 4.62% | +5.1% |
Q1 2020 | $23,731,000 | -23.3% | 392,701 | -0.7% | 4.39% | -2.3% |
Q4 2019 | $30,938,000 | +10.8% | 395,326 | +0.6% | 4.50% | +0.7% |
Q3 2019 | $27,918,000 | +25.8% | 393,106 | +25.0% | 4.47% | +19.6% |
Q2 2019 | $22,187,000 | +9.6% | 314,577 | +5.7% | 3.74% | +3.7% |
Q1 2019 | $20,252,000 | +15.9% | 297,600 | +2.1% | 3.60% | +4.0% |
Q4 2018 | $17,469,000 | -15.6% | 291,485 | -0.9% | 3.46% | +1.4% |
Q3 2018 | $20,702,000 | – | 294,105 | – | 3.42% | – |
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% |