SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,076 | +1.9% | 141,939 | +5.7% | 0.04% | +2.6% |
Q2 2023 | $6,944 | +43.1% | 134,319 | +32.5% | 0.04% | +11.8% |
Q1 2023 | $4,851 | +6.3% | 101,376 | -0.5% | 0.03% | +13.3% |
Q4 2022 | $4,564 | -99.9% | 101,843 | +20.1% | 0.03% | +11.1% |
Q3 2022 | $3,562,000 | +7.7% | 84,822 | +13.4% | 0.03% | +8.0% |
Q2 2022 | $3,307,000 | -5.4% | 74,830 | +14.3% | 0.02% | 0.0% |
Q1 2022 | $3,495,000 | -3.0% | 65,463 | +105.3% | 0.02% | -3.8% |
Q4 2021 | $3,604,000 | +17.7% | 31,890 | +8.2% | 0.03% | +8.3% |
Q3 2021 | $3,061,000 | +19.2% | 29,472 | +19.7% | 0.02% | +9.1% |
Q2 2021 | $2,567,000 | +15.0% | 24,617 | +6.6% | 0.02% | +4.8% |
Q1 2021 | $2,233,000 | +12.8% | 23,088 | +6.1% | 0.02% | 0.0% |
Q4 2020 | $1,980,000 | +35.6% | 21,759 | +18.7% | 0.02% | +16.7% |
Q3 2020 | $1,460,000 | +74.0% | 18,334 | +60.5% | 0.02% | +63.6% |
Q2 2020 | $839,000 | -90.3% | 11,423 | -92.0% | 0.01% | -92.6% |
Q1 2020 | $8,612,000 | -4.8% | 142,508 | +21.1% | 0.15% | +14.7% |
Q4 2019 | $9,048,000 | +22.1% | 117,689 | +12.7% | 0.13% | +8.4% |
Q3 2019 | $7,413,000 | +765.0% | 104,381 | +759.2% | 0.12% | +891.7% |
Q2 2019 | $857,000 | -3.7% | 12,148 | -7.1% | 0.01% | -14.3% |
Q1 2019 | $890,000 | +17.9% | 13,078 | +3.9% | 0.01% | 0.0% |
Q4 2018 | $755,000 | +25.2% | 12,591 | +47.0% | 0.01% | +40.0% |
Q3 2018 | $603,000 | +38.0% | 8,563 | +29.2% | 0.01% | 0.0% |
Q2 2018 | $437,000 | +21.4% | 6,627 | +17.5% | 0.01% | +25.0% |
Q1 2018 | $360,000 | +0.3% | 5,641 | +1.5% | 0.01% | +14.3% |
Q4 2017 | $359,000 | +5.9% | 5,559 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $339,000 | -7.9% | 5,559 | -11.6% | 0.01% | 0.0% |
Q2 2017 | $368,000 | -98.9% | 6,290 | -99.4% | 0.01% | -99.0% |
Q1 2017 | $33,965,000 | – | 968,912 | – | 0.68% | – |
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% |