SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,294,608 | +1.0% | 147,839 | -1.9% | 3.40% | -3.0% |
Q1 2024 | $9,202,543 | -14.3% | 150,738 | -21.9% | 3.50% | -21.4% |
Q4 2023 | $10,739,934 | +36.5% | 192,921 | +22.2% | 4.46% | +25.3% |
Q3 2023 | $7,867,104 | -6.1% | 157,816 | -2.6% | 3.56% | +2.7% |
Q2 2023 | $8,377,721 | +6.6% | 162,045 | -1.3% | 3.46% | +3.3% |
Q1 2023 | $7,859,063 | -64.1% | 164,244 | -66.4% | 3.35% | -69.6% |
Q4 2022 | $21,880,880 | +9.0% | 488,303 | +2.1% | 11.02% | -2.7% |
Q3 2022 | $20,081,000 | -4.9% | 478,229 | +0.1% | 11.32% | +10.2% |
Q2 2022 | $21,113,000 | -13.7% | 477,768 | +4.3% | 10.27% | +7.0% |
Q1 2022 | $24,455,000 | -0.9% | 458,035 | +109.7% | 9.60% | -20.9% |
Q4 2021 | $24,683,000 | +12.9% | 218,413 | +3.8% | 12.12% | +34.2% |
Q3 2021 | $21,858,000 | +1.9% | 210,452 | +2.9% | 9.04% | +8.7% |
Q2 2021 | $21,446,000 | +5.5% | 204,580 | -2.7% | 8.31% | -7.7% |
Q1 2021 | $20,337,000 | +8.2% | 210,293 | +1.8% | 9.00% | +4.1% |
Q4 2020 | $18,803,000 | +14.0% | 206,644 | -0.2% | 8.64% | -10.0% |
Q3 2020 | $16,494,000 | +9.3% | 207,107 | +0.9% | 9.60% | -5.8% |
Q2 2020 | $15,086,000 | +16.6% | 205,329 | -4.1% | 10.19% | +4.1% |
Q1 2020 | $12,936,000 | +24.1% | 214,061 | +57.9% | 9.78% | +73.2% |
Q4 2019 | $10,425,000 | – | 135,605 | – | 5.65% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |