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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $584 | +10.0% | 9,563 | +0.2% | 0.08% | +1.3% |
| Q4 2023 | $531 | +11.8% | 9,547 | +0.2% | 0.08% | 0.0% |
| Q3 2023 | $475 | -3.3% | 9,525 | +0.2% | 0.08% | 0.0% |
| Q2 2023 | $491 | +8.1% | 9,505 | +0.2% | 0.08% | -1.3% |
| Q1 2023 | $454 | -99.9% | 9,486 | +12.0% | 0.08% | +13.2% |
| Q4 2022 | $379,369 | +6.9% | 8,466 | +0.3% | 0.07% | +1.5% |
| Q3 2022 | $355,000 | -4.6% | 8,443 | +0.3% | 0.07% | +8.1% |
| Q2 2022 | $372,000 | -10.6% | 8,421 | +7.9% | 0.06% | +6.9% |
| Q1 2022 | $416,000 | +2.2% | 7,801 | +116.5% | 0.06% | +5.5% |
| Q4 2021 | $407,000 | +8.8% | 3,604 | +0.1% | 0.06% | -1.8% |
| Q3 2021 | $374,000 | -0.3% | 3,600 | +0.2% | 0.06% | 0.0% |
| Q2 2021 | $375,000 | +8.1% | 3,592 | +0.2% | 0.06% | -1.8% |
| Q1 2021 | $347,000 | +6.8% | 3,585 | +0.3% | 0.06% | -1.7% |
| Q4 2020 | $325,000 | +24.5% | 3,573 | +0.7% | 0.06% | -3.3% |
| Q2 2020 | $261,000 | – | 3,548 | – | 0.06% | – |
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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% |