COMMONWEALTH EQUITY SERVICES, LLC - SCHWAB STRATEGIC TR ownership

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
COMMONWEALTH EQUITY SERVICES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,675
-1.0%
194,085
+2.7%
0.02%0.0%
Q2 2023$9,769
+13.9%
188,956
+5.4%
0.02%
+11.1%
Q1 2023$8,575
+0.3%
179,219
-6.1%
0.02%
-14.3%
Q4 2022$8,549
-99.9%
190,790
+1.2%
0.02%
+5.0%
Q3 2022$7,919,000
-5.8%
188,615
-0.9%
0.02%
-9.1%
Q2 2022$8,409,000
-16.4%
190,307
+1.0%
0.02%
-4.3%
Q1 2022$10,059,000
+3.3%
188,411
+118.6%
0.02%
+4.5%
Q4 2021$9,741,000
+6.8%
86,202
-1.9%
0.02%
-4.3%
Q3 2021$9,122,000
+0.5%
87,837
+0.9%
0.02%0.0%
Q2 2021$9,078,000
-7.2%
87,064
-13.9%
0.02%
-17.9%
Q1 2021$9,779,000
+2.3%
101,125
-3.8%
0.03%
-3.4%
Q4 2020$9,561,000
+15.2%
105,082
+0.8%
0.03%
+3.6%
Q3 2020$8,301,000
-3.9%
104,235
-11.4%
0.03%
-15.2%
Q2 2020$8,641,000
+70.2%
117,616
+40.0%
0.03%
+37.5%
Q1 2020$5,078,000
-17.2%
84,035
+5.4%
0.02%
+4.3%
Q4 2019$6,130,000
+17.8%
79,740
+8.9%
0.02%
+4.5%
Q3 2019$5,202,000
+1.7%
73,256
+1.0%
0.02%
-4.3%
Q2 2019$5,114,000
+2.9%
72,519
-0.7%
0.02%0.0%
Q1 2019$4,968,000
+52.0%
73,017
+33.8%
0.02%
+35.3%
Q4 2018$3,269,000
-6.7%
54,563
+9.6%
0.02%0.0%
Q3 2018$3,503,000
+5.5%
49,768
-1.1%
0.02%0.0%
Q2 2018$3,320,000
+5.5%
50,309
+1.9%
0.02%0.0%
Q1 2018$3,148,000
+16.2%
49,351
+17.5%
0.02%
+13.3%
Q4 2017$2,710,00041,9950.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders