SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,361,503 | -3.2% | 27,312 | +0.4% | 0.83% | +10.1% |
Q2 2023 | $1,406,708 | +8.4% | 27,209 | +0.4% | 0.75% | +37.7% |
Q1 2023 | $1,297,232 | +7.2% | 27,110 | +0.4% | 0.55% | -7.8% |
Q4 2022 | $1,210,227 | +7.2% | 27,008 | +0.4% | 0.59% | +14.1% |
Q3 2022 | $1,129,000 | -4.6% | 26,889 | +0.4% | 0.52% | -3.0% |
Q2 2022 | $1,183,000 | -58.5% | 26,774 | -49.8% | 0.54% | -9.2% |
Q1 2022 | $2,848,000 | +89.5% | 53,340 | +301.1% | 0.59% | -11.2% |
Q4 2021 | $1,503,000 | +9.2% | 13,298 | +0.4% | 0.66% | -0.7% |
Q3 2021 | $1,376,000 | -0.1% | 13,248 | +0.3% | 0.67% | -5.5% |
Q2 2021 | $1,377,000 | +8.2% | 13,207 | +0.3% | 0.71% | -5.6% |
Q1 2021 | $1,273,000 | +6.5% | 13,167 | +0.3% | 0.75% | -6.1% |
Q4 2020 | $1,195,000 | +14.8% | 13,129 | +0.4% | 0.80% | +3.9% |
Q3 2020 | $1,041,000 | +9.0% | 13,076 | +0.6% | 0.77% | +3.4% |
Q2 2020 | $955,000 | +22.1% | 12,997 | +0.4% | 0.74% | -0.1% |
Q1 2020 | $782,000 | +7009.1% | 12,946 | +9213.7% | 0.74% | +8166.7% |
Q4 2019 | $11,000 | – | 139 | – | 0.01% | – |
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% |