SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 854 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $62,413 | +3.0% | 993 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $60,606 | +9.7% | 993 | 0.0% | 0.01% | +10.0% |
| Q4 2023 | $55,265 | +0.5% | 993 | -10.0% | 0.01% | -23.1% |
| Q3 2023 | $54,971 | -0.7% | 1,103 | +3.0% | 0.01% | -7.1% |
| Q2 2023 | $55,357 | +16.5% | 1,071 | +7.9% | 0.01% | +7.7% |
| Q1 2023 | $47,502 | +6.8% | 993 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44,484 | -46.4% | 993 | -49.9% | 0.01% | -50.0% |
| Q3 2022 | $83,000 | +4050.0% | 1,982 | +9338.1% | 0.03% | +2500.0% |
| Q3 2020 | $2,000 | -33.3% | 21 | -41.7% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -75.0% | 36 | -65.4% | 0.00% | -66.7% |
| Q4 2019 | $8,000 | -11.1% | 104 | -13.3% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | – | 120 | – | 0.00% | – |
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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% |