SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,511,862 | +8.0% | 342,164 | +4.9% | 15.51% | +4.1% |
| Q1 2024 | $19,916,909 | +5.5% | 326,239 | -3.8% | 14.90% | +0.9% |
| Q4 2023 | $18,884,860 | +20.3% | 339,229 | +7.7% | 14.76% | +2.1% |
| Q3 2023 | $15,696,001 | -4.8% | 314,865 | -1.3% | 14.46% | -1.0% |
| Q2 2023 | $16,486,722 | +5.8% | 318,892 | -2.1% | 14.60% | +2.5% |
| Q1 2023 | $15,578,654 | +8.9% | 325,573 | +2.0% | 14.23% | +2.7% |
| Q4 2022 | $14,304,530 | +10.0% | 319,226 | +3.1% | 13.86% | +2.4% |
| Q3 2022 | $13,001,000 | -4.9% | 309,614 | +0.1% | 13.54% | +2.9% |
| Q2 2022 | $13,670,000 | -20.7% | 309,355 | -4.2% | 13.16% | -8.2% |
| Q1 2022 | $17,247,000 | -15.8% | 323,032 | +78.2% | 14.34% | -2.6% |
| Q4 2021 | $20,482,000 | +0.7% | 181,242 | -7.5% | 14.71% | -1.2% |
| Q3 2021 | $20,341,000 | -2.4% | 195,854 | -2.0% | 14.89% | -1.0% |
| Q2 2021 | $20,837,000 | +5.8% | 199,838 | -1.9% | 15.04% | +2.3% |
| Q1 2021 | $19,702,000 | +20.8% | 203,725 | +13.6% | 14.69% | +2.8% |
| Q4 2020 | $16,313,000 | +15.2% | 179,284 | +0.9% | 14.30% | -2.9% |
| Q3 2020 | $14,158,000 | +7.0% | 177,771 | -1.3% | 14.73% | -0.0% |
| Q2 2020 | $13,232,000 | +13.3% | 180,097 | -6.8% | 14.73% | -4.8% |
| Q1 2020 | $11,680,000 | -32.8% | 193,277 | -14.5% | 15.47% | -8.4% |
| Q4 2019 | $17,371,000 | – | 225,948 | – | 16.89% | – |
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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% |