SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 885 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,810,881 | +27.7% | 28,804 | +24.0% | 1.51% | +26.4% |
| Q1 2024 | $1,418,166 | +37.8% | 23,230 | +25.6% | 1.19% | +30.9% |
| Q4 2023 | $1,029,488 | +8.0% | 18,493 | -3.3% | 0.91% | -2.1% |
| Q3 2023 | $953,003 | -4.6% | 19,117 | -1.0% | 0.93% | +1.7% |
| Q2 2023 | $998,463 | +8.6% | 19,313 | +0.5% | 0.92% | +0.7% |
| Q1 2023 | $919,230 | +12.5% | 19,211 | +5.4% | 0.91% | +6.2% |
| Q4 2022 | $816,782 | -30.9% | 18,228 | -35.2% | 0.86% | -35.3% |
| Q3 2022 | $1,182,000 | -4.1% | 28,150 | +0.9% | 1.32% | -2.6% |
| Q2 2022 | $1,233,000 | -20.7% | 27,907 | -4.1% | 1.36% | -5.5% |
| Q1 2022 | $1,554,000 | -2.5% | 29,114 | +106.4% | 1.44% | +0.9% |
| Q4 2021 | $1,594,000 | – | 14,105 | – | 1.43% | – |
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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% |