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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,863,842 | -1.0% | 37,389 | +2.6% | 0.26% | +4.0% |
Q2 2023 | $1,883,276 | +11.6% | 36,427 | +3.3% | 0.25% | +6.8% |
Q1 2023 | $1,687,000 | +114583.9% | 35,261 | +7.4% | 0.23% | +15.3% |
Q4 2022 | $1,471 | -99.9% | 32,827 | -0.7% | 0.20% | -1.9% |
Q3 2022 | $1,388,000 | -5.4% | 33,062 | -0.5% | 0.21% | +1.5% |
Q2 2022 | $1,468,000 | -19.5% | 33,218 | -2.7% | 0.20% | -2.4% |
Q1 2022 | $1,823,000 | -5.2% | 34,150 | +100.8% | 0.21% | -1.9% |
Q4 2021 | $1,922,000 | +7.9% | 17,005 | -0.9% | 0.21% | 0.0% |
Q3 2021 | $1,782,000 | -2.4% | 17,157 | -2.0% | 0.21% | -0.5% |
Q2 2021 | $1,825,000 | +8.2% | 17,506 | +0.4% | 0.21% | +2.4% |
Q1 2021 | $1,686,000 | +8.8% | 17,435 | +2.4% | 0.21% | 0.0% |
Q4 2020 | $1,549,000 | +14.6% | 17,029 | +0.3% | 0.21% | +2.5% |
Q3 2020 | $1,352,000 | +8.9% | 16,979 | +0.5% | 0.20% | +1.5% |
Q2 2020 | $1,241,000 | +23.0% | 16,887 | +1.1% | 0.20% | +3.6% |
Q1 2020 | $1,009,000 | -18.3% | 16,702 | +4.0% | 0.19% | +7.8% |
Q4 2019 | $1,235,000 | +10.4% | 16,062 | +1.9% | 0.18% | +1.1% |
Q3 2019 | $1,119,000 | +6.4% | 15,761 | +5.7% | 0.18% | +6.6% |
Q2 2019 | $1,052,000 | +10.2% | 14,912 | +6.3% | 0.17% | +7.1% |
Q1 2019 | $955,000 | +14.9% | 14,030 | +1.1% | 0.16% | +4.0% |
Q4 2018 | $831,000 | -10.1% | 13,874 | +5.7% | 0.15% | +5.6% |
Q3 2018 | $924,000 | +8.6% | 13,126 | +1.7% | 0.14% | +2.2% |
Q2 2018 | $851,000 | +7.9% | 12,903 | +4.4% | 0.14% | +6.9% |
Q1 2018 | $789,000 | +42.9% | 12,365 | +44.4% | 0.13% | +51.2% |
Q4 2017 | $552,000 | +23.5% | 8,563 | +16.6% | 0.09% | +19.4% |
Q3 2017 | $447,000 | +42.8% | 7,345 | +37.0% | 0.07% | +35.8% |
Q2 2017 | $313,000 | -1.9% | 5,361 | -4.2% | 0.05% | -7.0% |
Q1 2017 | $319,000 | +20.4% | 5,598 | +14.5% | 0.06% | +14.0% |
Q4 2016 | $265,000 | +28.6% | 4,888 | +24.1% | 0.05% | +28.2% |
Q3 2016 | $206,000 | – | 3,940 | – | 0.04% | – |
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% |