SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,005 | -3.4% | 502 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $25,888 | +8.2% | 501 | +0.2% | 0.01% | 0.0% |
Q1 2023 | $23,920 | +7.0% | 500 | +0.2% | 0.01% | 0.0% |
Q4 2022 | $22,361 | -30.1% | 499 | -35.4% | 0.01% | -40.0% |
Q3 2022 | $32,000 | -5.9% | 772 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $34,000 | -17.1% | 772 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $41,000 | +32.3% | 772 | +182.8% | 0.01% | +33.3% |
Q4 2021 | $31,000 | +10.7% | 273 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $28,000 | 0.0% | 273 | 0.0% | 0.01% | -10.0% |
Q2 2021 | $28,000 | +7.7% | 273 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $26,000 | +4.0% | 273 | 0.0% | 0.01% | -9.1% |
Q4 2020 | $25,000 | -10.7% | 273 | -21.6% | 0.01% | -21.4% |
Q3 2020 | $28,000 | – | 348 | – | 0.01% | – |
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% |