SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,426,656 | +4.0% | 38,598 | +1.0% | 0.28% | +2.9% |
Q1 2024 | $2,332,720 | +13.1% | 38,210 | +3.1% | 0.28% | +4.6% |
Q4 2023 | $2,062,629 | +10.7% | 37,051 | -0.9% | 0.26% | +1.2% |
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 | 1,099,060 | $77,517,000 | 48.65% |
HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |