SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 935 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,296,630 | +3.0% | 20,624 | 0.0% | 0.69% | +0.4% |
| Q1 2024 | $1,259,095 | -16.3% | 20,624 | -23.7% | 0.69% | -22.1% |
| Q4 2023 | $1,504,982 | +10.5% | 27,034 | -1.0% | 0.88% | +6.5% |
| Q3 2023 | $1,361,503 | -3.2% | 27,312 | +0.4% | 0.83% | +10.1% |
| Q2 2023 | $1,406,708 | +8.4% | 27,209 | +0.4% | 0.75% | +37.7% |
| Q1 2023 | $1,297,232 | +7.2% | 27,110 | +0.4% | 0.55% | -7.8% |
| Q4 2022 | $1,210,227 | +7.2% | 27,008 | +0.4% | 0.59% | +14.1% |
| Q3 2022 | $1,129,000 | -4.6% | 26,889 | +0.4% | 0.52% | -3.0% |
| Q2 2022 | $1,183,000 | -58.5% | 26,774 | -49.8% | 0.54% | -9.2% |
| Q1 2022 | $2,848,000 | +89.5% | 53,340 | +301.1% | 0.59% | -11.2% |
| Q4 2021 | $1,503,000 | +9.2% | 13,298 | +0.4% | 0.66% | -0.7% |
| Q3 2021 | $1,376,000 | -0.1% | 13,248 | +0.3% | 0.67% | -5.5% |
| Q2 2021 | $1,377,000 | +8.2% | 13,207 | +0.3% | 0.71% | -5.6% |
| Q1 2021 | $1,273,000 | +6.5% | 13,167 | +0.3% | 0.75% | -6.1% |
| Q4 2020 | $1,195,000 | +14.8% | 13,129 | +0.4% | 0.80% | +3.9% |
| Q3 2020 | $1,041,000 | +9.0% | 13,076 | +0.6% | 0.77% | +3.4% |
| Q2 2020 | $955,000 | +22.1% | 12,997 | +0.4% | 0.74% | -0.1% |
| Q1 2020 | $782,000 | +7009.1% | 12,946 | +9213.7% | 0.74% | +8166.7% |
| Q4 2019 | $11,000 | – | 139 | – | 0.01% | – |
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% |