SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,817,861 | -7.7% | 60,726 | -10.4% | 0.13% | -12.1% |
Q1 2024 | $4,137,807 | +27.3% | 67,777 | +16.1% | 0.15% | +27.4% |
Q4 2023 | $3,251,141 | +15.0% | 58,400 | +3.0% | 0.12% | -8.6% |
Q3 2023 | $2,825,958 | -23.9% | 56,689 | -21.1% | 0.13% | -22.0% |
Q2 2023 | $3,715,243 | +51.4% | 71,862 | +40.1% | 0.16% | +39.0% |
Q1 2023 | $2,454,399 | +31.3% | 51,294 | +22.9% | 0.12% | -81.6% |
Q4 2022 | $1,869,522 | +244.3% | 41,721 | +222.5% | 0.64% | +1906.2% |
Q3 2022 | $543,000 | – | 12,935 | – | 0.03% | – |
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% |