SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,502,892 | -11.0% | 39,811 | -13.6% | 1.18% | -15.7% |
Q1 2024 | $2,812,549 | +19.4% | 46,070 | -2.5% | 1.40% | -0.5% |
Q4 2023 | $2,354,630 | +589.4% | 47,234 | +589.4% | 1.41% | +378.6% |
Q3 2023 | $341,538 | -11.4% | 6,851 | -8.2% | 0.30% | -9.2% |
Q2 2023 | $385,669 | +8.1% | 7,460 | +0.1% | 0.32% | -0.6% |
Q1 2023 | $356,792 | – | 7,456 | – | 0.33% | – |
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% |