SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,005,207 | -1.2% | 80,345 | +2.4% | 0.77% | -0.8% |
Q2 2023 | $4,055,362 | +18.5% | 78,440 | +9.7% | 0.78% | +6.6% |
Q1 2023 | $3,421,058 | -3.3% | 71,495 | -9.4% | 0.73% | -10.0% |
Q4 2022 | $3,536,558 | +15.0% | 78,923 | +7.7% | 0.81% | -3.2% |
Q3 2022 | $3,076,000 | +2.5% | 73,248 | +7.9% | 0.84% | -3.2% |
Q2 2022 | $3,001,000 | -15.4% | 67,907 | +2.2% | 0.86% | -15.8% |
Q1 2022 | $3,546,000 | -7.4% | 66,423 | +96.1% | 1.02% | -6.7% |
Q4 2021 | $3,828,000 | +17.7% | 33,870 | +8.1% | 1.10% | +4.8% |
Q3 2021 | $3,253,000 | -1.6% | 31,323 | -1.2% | 1.05% | -5.8% |
Q2 2021 | $3,306,000 | -2.6% | 31,705 | -9.7% | 1.11% | -16.2% |
Q1 2021 | $3,394,000 | +7.7% | 35,095 | +1.4% | 1.33% | -3.2% |
Q4 2020 | $3,151,000 | +12.5% | 34,625 | +4.7% | 1.37% | +3.7% |
Q3 2020 | $2,802,000 | +25.0% | 33,073 | +8.4% | 1.32% | +3.2% |
Q2 2020 | $2,242,000 | – | 30,510 | – | 1.28% | – |
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% |