SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $500,445 | +3.0% | 7,960 | 0.0% | 0.09% | +2.3% |
| Q1 2024 | $485,958 | +6.6% | 7,960 | -0.0% | 0.09% | -12.9% |
| Q4 2023 | $455,963 | -3.7% | 7,963 | -14.3% | 0.10% | -12.2% |
| Q3 2023 | $473,335 | -2.1% | 9,292 | -0.0% | 0.12% | +2.7% |
| Q2 2023 | $483,712 | -16.1% | 9,295 | -22.7% | 0.11% | -14.5% |
| Q1 2023 | $576,648 | -54.2% | 12,026 | -57.2% | 0.13% | -52.2% |
| Q4 2022 | $1,258,736 | -1.7% | 28,091 | -7.9% | 0.27% | -9.9% |
| Q3 2022 | $1,281,000 | -24.9% | 30,516 | -21.0% | 0.30% | -20.6% |
| Q2 2022 | $1,706,000 | -17.6% | 38,604 | -0.4% | 0.38% | -4.5% |
| Q1 2022 | $2,070,000 | -3.6% | 38,770 | +103.9% | 0.40% | -1.7% |
| Q4 2021 | $2,148,000 | +7.2% | 19,012 | -1.5% | 0.41% | +4.9% |
| Q3 2021 | $2,004,000 | +0.6% | 19,295 | +1.0% | 0.39% | -1.5% |
| Q2 2021 | $1,993,000 | +8.8% | 19,112 | +1.0% | 0.40% | -3.4% |
| Q1 2021 | $1,831,000 | +7.6% | 18,930 | -11.4% | 0.41% | -0.7% |
| Q3 2020 | $1,702,000 | -24.1% | 21,370 | -30.0% | 0.41% | -29.2% |
| Q2 2020 | $2,242,000 | -8.4% | 30,519 | -24.7% | 0.58% | -15.5% |
| Q1 2020 | $2,448,000 | -28.6% | 40,511 | -9.2% | 0.69% | -14.6% |
| Q4 2019 | $3,430,000 | +4.5% | 44,614 | -3.4% | 0.81% | +11.2% |
| Q3 2019 | $3,281,000 | – | 46,200 | – | 0.73% | – |
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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% |