SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,628,515 | +23.1% | 25,903 | +19.5% | 0.32% | +16.8% |
| Q1 2024 | $1,322,886 | +28.9% | 21,669 | +17.6% | 0.27% | +19.7% |
| Q4 2023 | $1,026,005 | +21.7% | 18,430 | +8.9% | 0.23% | +1.8% |
| Q3 2023 | $843,382 | +8.5% | 16,918 | +12.5% | 0.22% | +11.4% |
| Q2 2023 | $777,162 | +5.3% | 15,032 | -2.6% | 0.20% | +6.3% |
| Q1 2023 | $738,171 | +6.5% | 15,427 | -0.3% | 0.19% | -5.0% |
| Q4 2022 | $693,179 | -1.5% | 15,469 | -7.7% | 0.20% | -19.4% |
| Q3 2022 | $704,000 | +7.3% | 16,755 | +12.8% | 0.25% | +7.9% |
| Q2 2022 | $656,000 | +14.5% | 14,849 | +38.3% | 0.23% | +35.5% |
| Q1 2022 | $573,000 | +20.4% | 10,733 | +154.7% | 0.17% | +3.7% |
| Q4 2021 | $476,000 | – | 4,214 | – | 0.16% | – |
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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% |