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 | $12,271,080 | +0.8% | 195,182 | -2.1% | 1.74% | -3.3% |
| Q1 2024 | $12,170,733 | +3.3% | 199,357 | -4.8% | 1.80% | -5.6% |
| Q4 2023 | $11,781,368 | +8.2% | 209,335 | -5.0% | 1.90% | -1.5% |
| Q3 2023 | $10,887,076 | -5.5% | 220,431 | -2.0% | 1.93% | -4.3% |
| Q2 2023 | $11,521,568 | -0.6% | 224,987 | -7.8% | 2.02% | -3.2% |
| Q1 2023 | $11,593,447 | +0.9% | 244,124 | -3.4% | 2.08% | -1.0% |
| Q4 2022 | $11,484,534 | -2.0% | 252,685 | -5.2% | 2.11% | -10.6% |
| Q3 2022 | $11,721,000 | -1.8% | 266,640 | +0.4% | 2.36% | +0.7% |
| Q2 2022 | $11,934,000 | +1.0% | 265,683 | +18.7% | 2.34% | +8.3% |
| Q1 2022 | $11,818,000 | +0.6% | 223,775 | +95.5% | 2.16% | +0.1% |
| Q4 2021 | $11,745,000 | -6.3% | 114,444 | -4.4% | 2.16% | -23.3% |
| Q3 2021 | $12,529,000 | +2.5% | 119,667 | +2.1% | 2.81% | +18.3% |
| Q2 2021 | $12,222,000 | +1.4% | 117,214 | -6.0% | 2.38% | -12.2% |
| Q1 2021 | $12,054,000 | +4.3% | 124,639 | -1.9% | 2.70% | +4.4% |
| Q4 2020 | $11,558,000 | +10.2% | 127,022 | -3.5% | 2.59% | +5.3% |
| Q3 2020 | $10,488,000 | -76.5% | 131,690 | -78.3% | 2.46% | -68.9% |
| Q2 2020 | $44,542,000 | +192.1% | 606,270 | +140.2% | 7.90% | +11.8% |
| Q1 2020 | $15,250,000 | +60.0% | 252,363 | +103.5% | 7.07% | +63.4% |
| Q4 2019 | $9,532,000 | +22.9% | 123,984 | +13.5% | 4.33% | +17.9% |
| Q3 2019 | $7,757,000 | +12.3% | 109,222 | +11.6% | 3.67% | +11.8% |
| Q2 2019 | $6,905,000 | +102.1% | 97,898 | +95.0% | 3.28% | +75.7% |
| Q1 2019 | $3,416,000 | +27.3% | 50,194 | +12.1% | 1.87% | +10.0% |
| Q4 2018 | $2,683,000 | – | 44,761 | – | 1.70% | – |
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% |