SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 923 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,869,576 | +8.3% | 284,231 | +5.1% | 3.16% | +5.9% |
| Q1 2024 | $16,503,438 | -14.5% | 270,327 | -22.0% | 2.98% | -19.1% |
| Q4 2023 | $19,291,858 | +12.0% | 346,540 | +0.3% | 3.68% | +2.7% |
| Q3 2023 | $17,219,665 | +0.5% | 345,430 | +4.3% | 3.59% | +2.0% |
| Q2 2023 | $17,126,947 | +13.5% | 331,276 | +5.1% | 3.52% | +7.1% |
| Q1 2023 | $15,086,367 | +10.0% | 315,285 | +3.0% | 3.28% | +3.5% |
| Q4 2022 | $13,718,966 | +11.4% | 306,159 | +4.4% | 3.17% | +3.0% |
| Q3 2022 | $12,316,000 | -3.1% | 293,303 | +2.0% | 3.08% | +2.1% |
| Q2 2022 | $12,713,000 | -11.4% | 287,682 | +7.1% | 3.02% | -0.0% |
| Q1 2022 | $14,347,000 | -7.2% | 268,727 | +96.3% | 3.02% | -2.6% |
| Q4 2021 | $15,468,000 | +10.4% | 136,870 | +1.5% | 3.10% | +2.2% |
| Q3 2021 | $14,011,000 | +1.8% | 134,903 | +2.2% | 3.03% | -5.7% |
| Q2 2021 | $13,767,000 | +14.6% | 132,035 | +6.3% | 3.21% | -10.9% |
| Q1 2021 | $12,010,000 | +8.7% | 124,181 | +2.2% | 3.61% | -21.0% |
| Q4 2020 | $11,052,000 | +14.3% | 121,467 | +0.1% | 4.56% | -6.4% |
| Q3 2020 | $9,668,000 | +8.3% | 121,393 | -0.1% | 4.88% | +1.5% |
| Q2 2020 | $8,930,000 | +13.1% | 121,547 | -7.0% | 4.80% | +2.2% |
| Q1 2020 | $7,897,000 | -25.4% | 130,680 | -5.1% | 4.70% | -28.7% |
| Q4 2019 | $10,584,000 | – | 137,665 | – | 6.60% | – |
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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% |