SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 935 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $802,607 | +31.0% | 12,766 | +27.2% | 0.35% | +20.1% |
| Q1 2024 | $612,645 | +9.8% | 10,035 | +0.2% | 0.29% | +2.8% |
| Q4 2023 | $557,757 | +16.9% | 10,019 | +4.7% | 0.28% | +10.6% |
| Q3 2023 | $477,136 | -71.9% | 9,571 | -70.9% | 0.25% | -64.7% |
| Q2 2023 | $1,699,327 | +357.9% | 32,869 | +323.8% | 0.72% | +278.4% |
| Q1 2023 | $371,097 | +13.3% | 7,755 | +6.1% | 0.19% | +3.3% |
| Q4 2022 | $327,525 | +95.0% | 7,309 | +83.0% | 0.18% | +76.9% |
| Q3 2022 | $168,000 | +37.7% | 3,994 | +46.5% | 0.10% | +42.5% |
| Q2 2022 | $122,000 | +24.5% | 2,727 | +48.2% | 0.07% | +25.9% |
| Q1 2022 | $98,000 | -5.8% | 1,840 | +100.0% | 0.06% | -6.5% |
| Q4 2021 | $104,000 | +8.3% | 920 | 0.0% | 0.06% | -8.8% |
| Q2 2021 | $96,000 | +464.7% | 920 | +277.0% | 0.07% | +257.9% |
| Q2 2019 | $17,000 | – | 244 | – | 0.02% | – |
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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% |