SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 935 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $355 | +4.4% | 5,648 | +1.2% | 0.04% | +2.8% |
| Q1 2024 | $340 | +8.3% | 5,583 | -1.1% | 0.04% | 0.0% |
| Q4 2023 | $314 | +11.7% | 5,643 | 0.0% | 0.04% | +2.9% |
| Q3 2023 | $281 | -3.4% | 5,643 | -0.0% | 0.04% | 0.0% |
| Q2 2023 | $291 | +7.8% | 5,644 | 0.0% | 0.04% | +6.1% |
| Q1 2023 | $270 | +7.1% | 5,644 | -0.0% | 0.03% | 0.0% |
| Q4 2022 | $252 | -99.9% | 5,645 | -0.0% | 0.03% | -2.9% |
| Q3 2022 | $237,000 | +4.4% | 5,647 | +9.6% | 0.03% | +13.3% |
| Q2 2022 | $227,000 | -29.3% | 5,151 | -14.4% | 0.03% | -16.7% |
| Q1 2022 | $321,000 | -5.6% | 6,020 | +100.0% | 0.04% | +2.9% |
| Q4 2021 | $340,000 | 0.0% | 3,010 | -8.2% | 0.04% | -10.3% |
| Q3 2021 | $340,000 | -0.6% | 3,280 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $342,000 | +7.2% | 3,280 | -0.6% | 0.04% | +2.6% |
| Q1 2021 | $319,000 | +7.0% | 3,300 | +0.6% | 0.04% | 0.0% |
| Q4 2020 | $298,000 | +16.0% | 3,280 | +1.4% | 0.04% | +5.4% |
| Q3 2020 | $257,000 | +8.4% | 3,235 | 0.0% | 0.04% | -5.1% |
| Q2 2020 | $237,000 | +10.7% | 3,235 | -9.0% | 0.04% | -4.9% |
| Q1 2020 | $214,000 | -24.6% | 3,555 | -3.9% | 0.04% | -4.7% |
| Q4 2019 | $284,000 | -40.0% | 3,699 | -44.5% | 0.04% | -44.2% |
| Q3 2019 | $473,000 | +5.8% | 6,665 | +5.1% | 0.08% | +6.9% |
| Q2 2019 | $447,000 | +18.6% | 6,343 | +14.3% | 0.07% | +12.5% |
| Q1 2019 | $377,000 | +18.9% | 5,551 | +4.9% | 0.06% | +3.2% |
| Q4 2018 | $317,000 | -6.8% | 5,294 | +9.5% | 0.06% | +8.8% |
| Q3 2018 | $340,000 | +10.0% | 4,834 | +3.1% | 0.06% | +1.8% |
| Q2 2018 | $309,000 | +7.7% | 4,688 | +4.0% | 0.06% | +5.7% |
| Q1 2018 | $287,000 | – | 4,508 | – | 0.05% | – |
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% |