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 | $296,495 | -38.4% | 4,716 | -40.2% | 0.18% | -40.5% |
| Q1 2024 | $481,563 | -12.9% | 7,888 | -20.6% | 0.30% | -25.1% |
| Q4 2023 | $552,859 | +73.7% | 9,931 | +55.6% | 0.40% | +53.7% |
| Q3 2023 | $318,242 | -38.5% | 6,384 | -36.2% | 0.26% | -34.9% |
| Q2 2023 | $517,725 | +1765.5% | 10,014 | +1626.6% | 0.40% | +1781.0% |
| Q1 2023 | $27,753 | -11.6% | 580 | -17.1% | 0.02% | -4.5% |
| Q4 2022 | $31,379 | +30.7% | 700 | +20.7% | 0.02% | +22.2% |
| Q3 2022 | $24,000 | -4.0% | 580 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $25,000 | -7.4% | 580 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $27,000 | – | 580 | – | 0.02% | – |
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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% |