SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,478,342 | +11.2% | 26,555 | -0.5% | 0.60% | +3.4% |
Q3 2023 | $1,329,948 | -4.0% | 26,679 | -0.4% | 0.58% | -2.5% |
Q2 2023 | $1,385,457 | +7.9% | 26,798 | -0.1% | 0.60% | +0.7% |
Q1 2023 | $1,284,198 | +5.9% | 26,838 | -0.8% | 0.59% | +0.7% |
Q4 2022 | $1,212,469 | +0.4% | 27,058 | -6.0% | 0.59% | -7.7% |
Q3 2022 | $1,208,000 | -5.0% | 28,778 | -0.1% | 0.64% | -1.2% |
Q2 2022 | $1,272,000 | -17.1% | 28,793 | +0.1% | 0.64% | -4.3% |
Q1 2022 | $1,535,000 | -9.9% | 28,756 | +90.8% | 0.67% | -7.2% |
Q4 2021 | $1,703,000 | -1.2% | 15,070 | -9.2% | 0.72% | -2.8% |
Q3 2021 | $1,723,000 | -11.1% | 16,590 | -10.8% | 0.75% | -8.6% |
Q2 2021 | $1,939,000 | +4.5% | 18,600 | -3.1% | 0.82% | -5.1% |
Q1 2021 | $1,856,000 | +2.8% | 19,190 | -3.3% | 0.86% | -7.9% |
Q4 2020 | $1,805,000 | +0.9% | 19,837 | -11.7% | 0.93% | -9.1% |
Q3 2020 | $1,789,000 | -58.1% | 22,465 | -61.3% | 1.03% | -63.1% |
Q2 2020 | $4,267,000 | -38.3% | 58,081 | -49.2% | 2.78% | -56.6% |
Q1 2020 | $6,914,000 | -29.6% | 114,408 | -10.4% | 6.41% | -17.2% |
Q4 2019 | $9,819,000 | – | 127,718 | – | 7.74% | – |
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% |