SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,143,703 | -22.9% | 424,146 | -20.0% | 1.94% | -16.2% |
Q2 2023 | $27,407,867 | +6.5% | 530,133 | -1.4% | 2.31% | +2.2% |
Q1 2023 | $25,731,602 | -6.2% | 537,756 | -6.4% | 2.26% | -4.9% |
Q4 2022 | $27,445,411 | +9.8% | 574,292 | -3.5% | 2.38% | -7.6% |
Q3 2022 | $24,993,000 | -1.4% | 595,234 | +3.7% | 2.58% | +4.1% |
Q2 2022 | $25,356,000 | -17.5% | 573,800 | -0.3% | 2.48% | -7.1% |
Q1 2022 | $30,737,000 | -6.0% | 575,716 | +98.9% | 2.66% | -3.9% |
Q4 2021 | $32,704,000 | +9.5% | 289,391 | +0.6% | 2.77% | +2.8% |
Q3 2021 | $29,873,000 | -1.7% | 287,631 | -1.4% | 2.70% | -4.3% |
Q2 2021 | $30,402,000 | +10.0% | 291,579 | +2.0% | 2.82% | +3.0% |
Q1 2021 | $27,636,000 | +258.5% | 285,765 | +237.3% | 2.74% | +134.8% |
Q4 2020 | $7,709,000 | -66.5% | 84,733 | -70.7% | 1.16% | -57.6% |
Q3 2020 | $22,997,000 | -99.9% | 288,773 | -1.3% | 2.74% | +1.0% |
Q2 2020 | $21,497,631,000 | +117746.9% | 292,604 | -3.1% | 2.72% | -1.9% |
Q1 2020 | $18,242,000 | -22.2% | 301,875 | -1.0% | 2.77% | -8.5% |
Q4 2019 | $23,446,000 | +6.3% | 304,970 | -3.3% | 3.03% | -0.7% |
Q3 2019 | $22,064,000 | +5.6% | 315,305 | +6.4% | 3.05% | +4.2% |
Q2 2019 | $20,898,000 | +10.1% | 296,312 | +6.2% | 2.93% | +4.8% |
Q1 2019 | $18,979,000 | – | 278,909 | – | 2.79% | – |
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% |