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 | $530,907 | +5.7% | 8,293 | +0.8% | 0.46% | -4.9% |
| Q1 2024 | $502,370 | +8.9% | 8,229 | -0.7% | 0.49% | -7.6% |
| Q4 2023 | $461,515 | +11.4% | 8,290 | -0.2% | 0.53% | +2.5% |
| Q3 2023 | $414,219 | -8.9% | 8,309 | -5.5% | 0.51% | -16.2% |
| Q2 2023 | $454,624 | -0.5% | 8,794 | -7.9% | 0.61% | -6.6% |
| Q1 2023 | $456,716 | +3.6% | 9,545 | -3.0% | 0.66% | -3.8% |
| Q4 2022 | $440,883 | -8.7% | 9,839 | -1.5% | 0.68% | -5.7% |
| Q2 2022 | $483,000 | -10.7% | 9,987 | -1.4% | 0.72% | -1.2% |
| Q1 2022 | $541,000 | -17.2% | 10,129 | +75.4% | 0.73% | -13.2% |
| Q4 2021 | $653,000 | +8.3% | 5,776 | -0.5% | 0.84% | +0.2% |
| Q3 2021 | $603,000 | -1.8% | 5,804 | -1.5% | 0.84% | -3.3% |
| Q2 2021 | $614,000 | +5.9% | 5,893 | -1.7% | 0.87% | -4.3% |
| Q1 2021 | $580,000 | – | 5,993 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,270,779 | $115,628,000 | 39.03% |
| Evergreen Advisors, LLC | 923,826 | $84,059,000 | 34.57% |
| AGILIS PARTNERS LLC | 688,435 | $62,641,000 | 29.38% |
| Evensky & Katz LLC | 2,357,231 | $214,484,000 | 26.53% |
| Strid Group, LLC | 1,071,450 | $97,491,000 | 26.26% |
| SYM FINANCIAL Corp | 388,518 | $35,351,000 | 25.91% |
| JBJ Investment Partners, LLC | 919,372 | $83,654,000 | 19.02% |
| Madden Advisory Services, Inc. | 242,929 | $22,104,000 | 18.56% |
| Hanson & Doremus Investment Management | 773,425 | $70,374,000 | 17.48% |
| JUNCTURE WEALTH STRATEGIES, LLC | 285,716 | $25,997,000 | 16.46% |