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 | $229,476 | +3.0% | 3,650 | 0.0% | 0.01% | +7.7% |
| Q1 2024 | $222,833 | +109670.0% | 3,650 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $203 | -24.0% | 3,650 | -31.8% | 0.01% | -31.6% |
| Q3 2023 | $267 | -99.9% | 5,350 | +161.0% | 0.02% | +18.8% |
| Q4 2021 | $232,000 | +8.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $213,000 | -0.5% | 2,050 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $214,000 | +6.5% | 2,050 | -1.2% | 0.02% | -10.5% |
| Q1 2021 | $201,000 | – | 2,075 | – | 0.02% | – |
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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% |