SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,050 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,021,658 | +1447.7% | 48,062 | +1402.9% | 0.16% | +1318.2% |
| Q1 2024 | $195,238 | +9.7% | 3,198 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $178,033 | +11.7% | 3,198 | 0.0% | 0.01% | -8.3% |
| Q3 2023 | $159,420 | -34.1% | 3,198 | -31.6% | 0.01% | -25.0% |
| Q2 2023 | $241,853 | +8.0% | 4,678 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $223,842 | +6.8% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $209,621 | +6.9% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $196,000 | -5.3% | 4,678 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $207,000 | -17.2% | 4,678 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $250,000 | -5.3% | 4,678 | +100.0% | 0.01% | +7.7% |
| Q4 2021 | $264,000 | +8.6% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $243,000 | -0.4% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $244,000 | +8.0% | 2,339 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $226,000 | +6.1% | 2,339 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $213,000 | – | 2,339 | – | 0.01% | – |
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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% |