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 | $9,388,932 | +2.7% | 149,339 | -0.2% | 0.62% | -2.0% |
| Q1 2024 | $9,139,601 | +11.5% | 149,707 | +1.7% | 0.64% | +1.8% |
| Q4 2023 | $8,195,062 | +30.4% | 147,208 | +16.8% | 0.63% | +15.9% |
| Q3 2023 | $6,285,511 | -3.5% | 126,088 | +0.1% | 0.54% | -3.4% |
| Q2 2023 | $6,510,982 | +11.3% | 125,938 | +3.0% | 0.56% | +4.3% |
| Q1 2023 | $5,849,954 | +8.9% | 122,256 | +2.0% | 0.54% | +2.3% |
| Q4 2022 | $5,372,499 | +7.9% | 119,895 | +1.1% | 0.52% | -0.6% |
| Q3 2022 | $4,978,000 | -7.9% | 118,548 | -3.0% | 0.53% | -9.0% |
| Q2 2022 | $5,403,000 | -13.3% | 122,274 | +4.7% | 0.58% | -10.6% |
| Q1 2022 | $6,235,000 | +6.8% | 116,780 | +126.0% | 0.65% | +9.6% |
| Q4 2021 | $5,840,000 | +8.6% | 51,681 | -0.2% | 0.59% | -1.5% |
| Q3 2021 | $5,379,000 | +1.5% | 51,787 | +1.9% | 0.60% | -3.5% |
| Q2 2021 | $5,301,000 | +15.8% | 50,838 | +7.4% | 0.62% | 0.0% |
| Q1 2021 | $4,579,000 | +17.8% | 47,348 | +10.8% | 0.62% | +7.2% |
| Q4 2020 | $3,888,000 | – | 42,728 | – | 0.58% | – |
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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% |