SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,050 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,490,706 | +4.2% | 166,863 | +1.1% | 4.11% | +3.3% |
| Q1 2024 | $10,072,097 | +10.9% | 164,981 | +1.1% | 3.98% | +5.9% |
| Q4 2023 | $9,085,464 | +16.8% | 163,202 | +4.6% | 3.76% | +5.1% |
| Q3 2023 | $7,779,764 | -2.8% | 156,063 | +0.8% | 3.58% | +0.1% |
| Q2 2023 | $8,001,607 | +2.6% | 154,770 | -5.1% | 3.58% | -5.0% |
| Q1 2023 | $7,801,906 | +6.6% | 163,049 | -0.2% | 3.76% | +0.3% |
| Q4 2022 | $7,321,264 | +3.2% | 163,385 | -3.3% | 3.75% | -1.7% |
| Q3 2022 | $7,093,000 | -2.1% | 168,928 | +3.1% | 3.82% | +0.4% |
| Q2 2022 | $7,243,000 | -15.5% | 163,899 | +2.1% | 3.80% | -3.6% |
| Q1 2022 | $8,574,000 | -4.3% | 160,604 | +102.6% | 3.95% | -1.8% |
| Q4 2021 | $8,959,000 | +11.0% | 79,278 | +2.0% | 4.02% | +0.3% |
| Q3 2021 | $8,074,000 | +1.2% | 77,737 | +1.6% | 4.01% | -1.0% |
| Q2 2021 | $7,975,000 | +8.7% | 76,488 | +0.8% | 4.05% | +0.2% |
| Q1 2021 | $7,338,000 | +5.6% | 75,874 | -0.7% | 4.04% | -1.3% |
| Q4 2020 | $6,950,000 | +16.3% | 76,378 | +1.8% | 4.09% | +3.0% |
| Q3 2020 | $5,974,000 | +11.2% | 75,009 | +2.6% | 3.97% | +0.7% |
| Q2 2020 | $5,371,000 | +18.8% | 73,110 | -2.3% | 3.95% | -0.3% |
| Q1 2020 | $4,521,000 | -20.2% | 74,820 | +1.5% | 3.96% | -1.6% |
| Q4 2019 | $5,665,000 | +23.9% | 73,691 | +14.5% | 4.02% | -10.9% |
| Q3 2019 | $4,571,000 | -0.4% | 64,356 | -1.1% | 4.51% | -0.8% |
| Q2 2019 | $4,591,000 | +7.0% | 65,093 | +3.3% | 4.55% | +2.5% |
| Q1 2019 | $4,290,000 | +10.8% | 63,039 | -2.4% | 4.44% | +0.6% |
| Q4 2018 | $3,871,000 | -12.2% | 64,589 | +3.1% | 4.41% | +3.6% |
| Q3 2018 | $4,410,000 | +16.8% | 62,654 | +9.5% | 4.26% | +4.9% |
| Q2 2018 | $3,777,000 | +7.8% | 57,229 | +4.1% | 4.06% | +6.0% |
| Q1 2018 | $3,505,000 | +2.9% | 54,951 | +4.1% | 3.83% | +2.7% |
| Q4 2017 | $3,406,000 | – | 52,795 | – | 3.73% | – |
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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% |