SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,037,657 | +3.1% | 16,505 | +0.1% | 0.16% | -1.9% |
| Q1 2024 | $1,006,703 | +10.0% | 16,490 | +0.3% | 0.16% | -1.2% |
| Q4 2023 | $915,420 | +12.1% | 16,444 | +0.4% | 0.16% | -10.4% |
| Q3 2023 | $816,606 | +46.0% | 16,381 | +51.4% | 0.18% | +39.7% |
| Q2 2023 | $559,369 | +8.2% | 10,819 | +0.1% | 0.13% | -2.2% |
| Q1 2023 | $517,202 | -30.3% | 10,809 | -34.7% | 0.13% | -23.9% |
| Q4 2022 | $742,041 | +33.7% | 16,560 | +25.4% | 0.18% | +8.6% |
| Q3 2022 | $555,000 | +220.8% | 13,210 | +694.3% | 0.16% | +285.7% |
| Q3 2021 | $173,000 | 0.0% | 1,663 | 0.0% | 0.04% | -6.7% |
| Q2 2021 | $173,000 | +7.5% | 1,663 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $161,000 | +6.6% | 1,663 | 0.0% | 0.04% | -8.2% |
| Q4 2020 | $151,000 | +14.4% | 1,663 | 0.0% | 0.05% | -7.5% |
| Q3 2020 | $132,000 | +8.2% | 1,663 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $122,000 | +22.0% | 1,663 | 0.0% | 0.05% | +8.2% |
| Q1 2020 | $100,000 | -21.9% | 1,663 | 0.0% | 0.05% | +28.9% |
| Q4 2019 | $128,000 | +8.5% | 1,663 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $118,000 | +0.9% | 1,663 | 0.0% | 0.04% | +11.8% |
| Q2 2019 | $117,000 | +3.5% | 1,663 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $113,000 | +13.0% | 1,663 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $100,000 | 0.0% | 1,663 | +17.3% | 0.03% | -10.8% |
| Q3 2018 | $100,000 | – | 1,418 | +146.6% | 0.04% | – |
| Q2 2016 | $0 | -100.0% | 575 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $28,000 | – | 575 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,270,779 | $115,628,000 | 39.03% |
| Evergreen Advisors, LLC | 923,826 | $84,059,000 | 34.57% |
| AGILIS PARTNERS LLC | 688,435 | $62,641,000 | 29.38% |
| Evensky & Katz LLC | 2,357,231 | $214,484,000 | 26.53% |
| Strid Group, LLC | 1,071,450 | $97,491,000 | 26.26% |
| SYM FINANCIAL Corp | 388,518 | $35,351,000 | 25.91% |
| JBJ Investment Partners, LLC | 919,372 | $83,654,000 | 19.02% |
| Madden Advisory Services, Inc. | 242,929 | $22,104,000 | 18.56% |
| Hanson & Doremus Investment Management | 773,425 | $70,374,000 | 17.48% |
| JUNCTURE WEALTH STRATEGIES, LLC | 285,716 | $25,997,000 | 16.46% |