SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 923 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,171,559 | +6.6% | 177,693 | +3.6% | 5.06% | -7.1% |
| Q1 2024 | $10,475,936 | +24.4% | 171,596 | +13.4% | 5.45% | -0.7% |
| Q4 2023 | $8,420,366 | +16.1% | 151,255 | +3.9% | 5.49% | -4.9% |
| Q3 2023 | $7,255,618 | +5.5% | 145,549 | +9.4% | 5.77% | +10.0% |
| Q2 2023 | $6,877,754 | +19.0% | 133,032 | +10.2% | 5.25% | -9.9% |
| Q1 2023 | $5,777,792 | -38.1% | 120,748 | -42.0% | 5.83% | +0.5% |
| Q4 2022 | $9,336,612 | – | 208,360 | – | 5.80% | – |
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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% |