SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.08 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $644 | -99.9% | 14,369 | -8.1% | 0.02% | -10.5% |
Q3 2022 | $656,000 | -3.1% | 15,633 | +2.1% | 0.02% | +5.6% |
Q2 2022 | $677,000 | -12.1% | 15,318 | +6.2% | 0.02% | 0.0% |
Q1 2022 | $770,000 | -2.8% | 14,423 | +105.7% | 0.02% | +5.9% |
Q4 2021 | $792,000 | +9.2% | 7,010 | +0.5% | 0.02% | 0.0% |
Q3 2021 | $725,000 | +0.7% | 6,977 | +1.0% | 0.02% | 0.0% |
Q2 2021 | $720,000 | +9.4% | 6,906 | +1.4% | 0.02% | 0.0% |
Q1 2021 | $658,000 | +7.2% | 6,809 | +1.0% | 0.02% | 0.0% |
Q4 2020 | $614,000 | +19.2% | 6,744 | +4.3% | 0.02% | +6.2% |
Q3 2020 | $515,000 | +8.4% | 6,465 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $475,000 | +18.8% | 6,465 | -2.3% | 0.02% | 0.0% |
Q1 2020 | $400,000 | -37.5% | 6,617 | -20.5% | 0.02% | -20.0% |
Q4 2019 | $640,000 | +7.4% | 8,326 | -0.8% | 0.02% | 0.0% |
Q3 2019 | $596,000 | +1.9% | 8,393 | +1.1% | 0.02% | 0.0% |
Q2 2019 | $585,000 | +6.2% | 8,301 | +2.5% | 0.02% | 0.0% |
Q1 2019 | $551,000 | +19.0% | 8,101 | +4.9% | 0.02% | +11.1% |
Q4 2018 | $463,000 | -12.6% | 7,726 | +2.7% | 0.02% | 0.0% |
Q3 2018 | $530,000 | +14.7% | 7,526 | +7.6% | 0.02% | +5.9% |
Q2 2018 | $462,000 | +4.1% | 6,995 | +0.4% | 0.02% | 0.0% |
Q1 2018 | $444,000 | +7.5% | 6,965 | +8.8% | 0.02% | +13.3% |
Q4 2017 | $413,000 | +12.5% | 6,402 | +6.2% | 0.02% | +7.1% |
Q3 2017 | $367,000 | +10.2% | 6,031 | +5.8% | 0.01% | +7.7% |
Q2 2017 | $333,000 | +10.3% | 5,701 | +7.7% | 0.01% | +8.3% |
Q1 2017 | $302,000 | +11.0% | 5,293 | +5.3% | 0.01% | +9.1% |
Q4 2016 | $272,000 | +3.4% | 5,028 | +0.1% | 0.01% | 0.0% |
Q3 2016 | $263,000 | +5.2% | 5,021 | +1.1% | 0.01% | +10.0% |
Q2 2016 | $250,000 | +6.4% | 4,964 | +4.0% | 0.01% | 0.0% |
Q1 2016 | $235,000 | +2.6% | 4,773 | +2.4% | 0.01% | 0.0% |
Q4 2015 | $229,000 | +7.5% | 4,663 | +1.5% | 0.01% | 0.0% |
Q3 2015 | $213,000 | -4.5% | 4,593 | +3.6% | 0.01% | +11.1% |
Q2 2015 | $223,000 | +1.4% | 4,433 | +1.5% | 0.01% | 0.0% |
Q1 2015 | $220,000 | -2.2% | 4,368 | -3.3% | 0.01% | -10.0% |
Q4 2014 | $225,000 | – | 4,518 | – | 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% |