SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $262,890 | +5.5% | 5,274 | +9.5% | 0.03% | +6.2% |
Q2 2023 | $249,089 | -15.9% | 4,818 | -22.2% | 0.03% | -22.0% |
Q1 2023 | $296,164 | +6.8% | 6,189 | +0.0% | 0.04% | -6.8% |
Q4 2022 | $277,229 | +3.1% | 6,187 | -3.3% | 0.04% | -10.2% |
Q3 2022 | $269,000 | -4.6% | 6,396 | +0.0% | 0.05% | -3.9% |
Q2 2022 | $282,000 | +6.4% | 6,393 | +28.9% | 0.05% | +8.5% |
Q1 2022 | $265,000 | -5.4% | 4,960 | +100.1% | 0.05% | -13.0% |
Q4 2021 | $280,000 | +8.1% | 2,479 | -0.8% | 0.05% | -10.0% |
Q3 2021 | $259,000 | -0.4% | 2,498 | +0.1% | 0.06% | -4.8% |
Q2 2021 | $260,000 | +7.9% | 2,496 | +0.0% | 0.06% | -10.0% |
Q1 2021 | $241,000 | +6.2% | 2,495 | +0.0% | 0.07% | -10.3% |
Q4 2020 | $227,000 | -47.5% | 2,494 | -65.1% | 0.08% | -71.7% |
Q1 2020 | $432,000 | – | 7,144 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |