SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 939 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $290,921 | -93.6% | 4,696,336 | +6212.4% | 0.17% | -84.6% |
| Q1 2024 | $4,542,062 | +26.7% | 74,399 | +3.5% | 1.09% | -9.6% |
| Q3 2023 | $3,583,704 | +0.2% | 71,890 | +3.9% | 1.21% | -8.2% |
| Q2 2023 | $3,575,805 | +7.7% | 69,165 | -0.3% | 1.32% | -1.6% |
| Q1 2023 | $3,320,788 | – | 69,400 | – | 1.34% | – |
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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% |