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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $625,024 | +17.1% | 10,438 | +8.8% | 0.23% | +11.8% |
| Q4 2023 | $533,897 | +25.7% | 9,590 | +12.5% | 0.20% | +10.9% |
| Q3 2023 | $424,755 | -27.3% | 8,521 | -24.6% | 0.18% | -26.8% |
| Q2 2023 | $584,519 | +8.6% | 11,306 | +0.6% | 0.25% | -5.7% |
| Q1 2023 | $538,041 | +17.2% | 11,244 | +9.7% | 0.26% | +3.5% |
| Q4 2022 | $459,153 | -3.9% | 10,247 | -9.9% | 0.26% | -18.7% |
| Q3 2022 | $478,000 | +14.4% | 11,372 | +20.1% | 0.32% | +12.1% |
| Q2 2022 | $418,000 | -45.0% | 9,467 | -33.5% | 0.28% | -52.6% |
| Q1 2022 | $760,000 | +11.8% | 14,237 | +136.8% | 0.59% | +38.9% |
| Q4 2021 | $680,000 | – | 6,013 | – | 0.43% | – |
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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% |