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 | $293,227 | +3.1% | 4,657 | 0.0% | 0.03% | +3.0% |
| Q1 2024 | $284,332 | +9.7% | 4,657 | 0.0% | 0.03% | +3.1% |
| Q4 2023 | $259,275 | +11.4% | 4,657 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $232,682 | -3.4% | 4,657 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $240,786 | +8.0% | 4,657 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $222,855 | +7.2% | 4,657 | +0.4% | 0.04% | +9.4% |
| Q4 2022 | $207,912 | +2.4% | 4,640 | +0.9% | 0.03% | +3.2% |
| Q2 2022 | $203,000 | -35.4% | 4,600 | -21.9% | 0.03% | -29.5% |
| Q1 2022 | $314,000 | -5.4% | 5,890 | +100.4% | 0.04% | -6.4% |
| Q4 2021 | $332,000 | +9.2% | 2,939 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $304,000 | -0.3% | 2,930 | +0.2% | 0.05% | -2.0% |
| Q2 2021 | $305,000 | +8.2% | 2,923 | +0.2% | 0.05% | +2.1% |
| Q1 2021 | $282,000 | +6.4% | 2,916 | +0.2% | 0.05% | -2.0% |
| Q4 2020 | $265,000 | +14.7% | 2,910 | +0.3% | 0.05% | -3.9% |
| Q3 2020 | $231,000 | +9.0% | 2,901 | +0.5% | 0.05% | +2.0% |
| Q2 2020 | $212,000 | -3.6% | 2,887 | +0.7% | 0.05% | +8.7% |
| Q4 2019 | $220,000 | +6.3% | 2,867 | +0.5% | 0.05% | 0.0% |
| Q3 2019 | $207,000 | – | 2,854 | – | 0.05% | – |
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% |