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 | $4,350,314 | -19.6% | 69,029 | -22.1% | 0.05% | -21.3% |
| Q1 2024 | $5,408,316 | +2.1% | 88,588 | -6.9% | 0.06% | -7.6% |
| Q4 2023 | $5,294,775 | +44.7% | 95,110 | +29.6% | 0.07% | +29.4% |
| Q3 2023 | $3,659,743 | -33.3% | 73,414 | -30.9% | 0.05% | -32.0% |
| Q2 2023 | $5,489,186 | +11.6% | 106,173 | +3.3% | 0.08% | +2.7% |
| Q1 2023 | $4,919,932 | +3.2% | 102,820 | -3.4% | 0.07% | -3.9% |
| Q4 2022 | $4,768,058 | -25.9% | 106,407 | -30.6% | 0.08% | -31.5% |
| Q3 2022 | $6,437,411 | -2.1% | 153,304 | +3.0% | 0.11% | -9.8% |
| Q2 2022 | $6,576,000 | -20.7% | 148,838 | -4.1% | 0.12% | -10.9% |
| Q1 2022 | $8,291,000 | – | 155,277 | – | 0.14% | – |
Download | ||||||
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% |