SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,312,792 | -5.3% | 46,395 | -1.8% | 1.46% | -7.6% |
Q2 2023 | $2,443,206 | +7.7% | 47,257 | +0.4% | 1.58% | +5.3% |
Q1 2023 | $2,269,133 | +5.6% | 47,068 | -1.9% | 1.50% | +7.0% |
Q4 2022 | $2,149,161 | +1.8% | 47,962 | -4.7% | 1.40% | +3.5% |
Q3 2022 | $2,112,000 | -13.8% | 50,304 | -9.3% | 1.36% | -9.4% |
Q2 2022 | $2,450,000 | -3.2% | 55,438 | +16.9% | 1.50% | +9.2% |
Q1 2022 | $2,532,000 | -3.8% | 47,428 | +103.7% | 1.37% | +1.4% |
Q4 2021 | $2,632,000 | +7.8% | 23,286 | -0.9% | 1.35% | -1.5% |
Q3 2021 | $2,441,000 | +0.0% | 23,499 | +0.4% | 1.37% | -3.4% |
Q2 2021 | $2,440,000 | +6.9% | 23,403 | -0.8% | 1.42% | +0.3% |
Q1 2021 | $2,283,000 | +9.1% | 23,603 | +2.6% | 1.42% | +3.7% |
Q4 2020 | $2,093,000 | +18.7% | 23,003 | +3.8% | 1.37% | +11.4% |
Q3 2020 | $1,764,000 | +1.3% | 22,152 | -6.5% | 1.23% | -0.8% |
Q2 2020 | $1,741,000 | +18.0% | 23,695 | -3.0% | 1.24% | +16.7% |
Q1 2020 | $1,475,000 | -13.5% | 24,416 | +10.0% | 1.06% | -2.6% |
Q4 2019 | $1,706,000 | – | 22,190 | – | 1.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |