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 | $2,930,322 | +2.0% | 46,609 | -0.9% | 2.01% | +6.4% |
| Q1 2024 | $2,872,478 | -52.8% | 47,051 | -61.4% | 1.89% | -58.7% |
| Q3 2023 | $6,084,137 | -4.5% | 122,049 | -0.9% | 4.58% | -1.5% |
| Q2 2023 | $6,369,917 | +66.6% | 123,209 | +54.2% | 4.65% | +63.0% |
| Q1 2023 | $3,822,482 | +36.6% | 79,885 | +28.0% | 2.85% | +35.5% |
| Q4 2022 | $2,797,631 | – | 62,433 | – | 2.11% | – |
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% |