SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $431 | +8.0% | 6,861 | -22.9% | 0.02% | +5.0% |
| Q4 2022 | $399 | -100.0% | 8,902 | -85.7% | 0.02% | -94.5% |
| Q2 2020 | $4,577,000 | +785.3% | 62,304 | +720.7% | 0.36% | +1106.7% |
| Q1 2019 | $517,000 | -20.5% | 7,592 | -24.6% | 0.03% | -49.2% |
| Q4 2017 | $650,000 | +6400.0% | 10,073 | +5286.6% | 0.06% | +5800.0% |
| Q4 2016 | $10,000 | -96.1% | 187 | -96.2% | 0.00% | -95.8% |
| Q3 2016 | $258,000 | -78.8% | 4,925 | -79.6% | 0.02% | -77.4% |
| Q2 2016 | $1,216,000 | +1588.9% | 24,162 | +1545.9% | 0.11% | +715.4% |
| Q4 2015 | $72,000 | -96.5% | 1,468 | -96.7% | 0.01% | -97.5% |
| Q3 2015 | $2,047,000 | +236.1% | 44,128 | +266.1% | 0.52% | +308.7% |
| Q1 2015 | $609,000 | +89.7% | 12,055 | +78.7% | 0.13% | +217.5% |
| Q3 2014 | $321,000 | +28.4% | 6,746 | +28.8% | 0.04% | -13.0% |
| Q2 2014 | $250,000 | -44.9% | 5,236 | -47.2% | 0.05% | -25.8% |
| Q1 2014 | $454,000 | – | 9,925 | – | 0.06% | – |
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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% |