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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,872,388 | +0.5% | 362,632 | -2.7% | 0.35% | -0.9% |
| Q1 2024 | $22,758,338 | +9.4% | 372,782 | +0.2% | 0.35% | +3.6% |
| Q4 2023 | $20,799,862 | -2.2% | 372,024 | -12.8% | 0.34% | -11.5% |
| Q3 2023 | $21,264,451 | -6.4% | 426,569 | -2.9% | 0.38% | -2.8% |
| Q2 2023 | $22,719,147 | +6.5% | 439,441 | -1.4% | 0.39% | -4.6% |
| Q1 2023 | $21,327,137 | +7.0% | 445,709 | +0.2% | 0.41% | +2.7% |
| Q4 2022 | $19,925,388 | +5.8% | 444,663 | -0.9% | 0.40% | -1.0% |
| Q3 2022 | $18,841,652 | -4.8% | 448,718 | +0.2% | 0.40% | +1.0% |
| Q2 2022 | $19,791,211 | -12.0% | 447,865 | +6.3% | 0.40% | +2.0% |
| Q1 2022 | $22,496,587 | -10.8% | 421,364 | +88.9% | 0.39% | -8.2% |
| Q4 2021 | $25,215,050 | +8.6% | 223,085 | -0.2% | 0.43% | -3.4% |
| Q3 2021 | $23,219,837 | -1.8% | 223,569 | -1.4% | 0.44% | -1.8% |
| Q2 2021 | $23,635,030 | +5.5% | 226,671 | -2.1% | 0.45% | +0.2% |
| Q1 2021 | $22,395,257 | +3.3% | 231,571 | -2.9% | 0.45% | -2.8% |
| Q4 2020 | $21,689,185 | +13.3% | 238,369 | -0.8% | 0.46% | +3.1% |
| Q3 2020 | $19,140,207 | +7.1% | 240,335 | -1.2% | 0.45% | -3.6% |
| Q2 2020 | $17,869,441 | +23.2% | 243,220 | +1.3% | 0.47% | +5.4% |
| Q1 2020 | $14,508,121 | -19.6% | 240,082 | +2.3% | 0.44% | +0.5% |
| Q4 2019 | $18,050,984 | +7.9% | 234,793 | -0.3% | 0.44% | +0.2% |
| Q3 2019 | $16,725,836 | -0.3% | 235,508 | -0.6% | 0.44% | -29.9% |
| Q2 2019 | $16,782,657 | +5.0% | 236,927 | +0.8% | 0.63% | +2.3% |
| Q1 2019 | $15,988,725 | +17.5% | 234,955 | +3.6% | 0.61% | +5.5% |
| Q4 2018 | $13,609,454 | -1.1% | 226,785 | +16.0% | 0.58% | +12.4% |
| Q3 2018 | $13,765,895 | +8.0% | 195,565 | +1.2% | 0.52% | -0.4% |
| Q2 2018 | $12,750,664 | +1.9% | 193,220 | -1.5% | 0.52% | +0.4% |
| Q1 2018 | $12,511,207 | – | 196,130 | – | 0.52% | – |
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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% |