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 | $1,233,133 | +3.0% | 19,614 | 0.0% | 0.03% | +11.1% |
| Q1 2024 | $1,197,435 | +25.4% | 19,614 | +14.4% | 0.03% | -6.9% |
| Q4 2023 | $954,573 | +12.4% | 17,147 | +0.6% | 0.03% | 0.0% |
| Q3 2023 | $849,494 | -5.8% | 17,041 | -2.3% | 0.03% | -3.3% |
| Q2 2023 | $901,338 | +1.6% | 17,434 | -6.0% | 0.03% | -3.2% |
| Q1 2023 | $887,330 | +6.4% | 18,544 | -0.3% | 0.03% | +3.3% |
| Q4 2022 | $833,780 | +2.8% | 18,607 | -3.7% | 0.03% | 0.0% |
| Q3 2022 | $811,000 | -52.6% | 19,323 | -50.1% | 0.03% | -3.2% |
| Q2 2022 | $1,712,000 | +65.1% | 38,746 | +99.6% | 0.03% | -6.1% |
| Q1 2022 | $1,037,000 | -5.5% | 19,416 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $1,097,000 | +11.1% | 9,708 | +2.1% | 0.03% | +3.1% |
| Q3 2021 | $987,000 | -0.4% | 9,506 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $991,000 | +7.8% | 9,506 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $919,000 | +6.0% | 9,506 | -0.2% | 0.03% | +6.2% |
| Q4 2020 | $867,000 | +13.6% | 9,526 | -0.6% | 0.03% | -3.0% |
| Q3 2020 | $763,000 | -9.1% | 9,582 | -16.1% | 0.03% | -10.8% |
| Q2 2020 | $839,000 | +21.6% | 11,425 | +0.0% | 0.04% | +12.1% |
| Q1 2020 | $690,000 | +158.4% | 11,424 | +201.5% | 0.03% | +450.0% |
| Q3 2018 | $267,000 | -1.5% | 3,789 | -7.7% | 0.01% | 0.0% |
| Q2 2018 | $271,000 | +3.8% | 4,106 | +0.4% | 0.01% | -14.3% |
| Q1 2018 | $261,000 | -1.9% | 4,091 | -0.9% | 0.01% | 0.0% |
| Q4 2017 | $266,000 | – | 4,129 | – | 0.01% | – |
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% |