SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 935 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,855,669 | +117.5% | 124,951 | +111.2% | 0.12% | +114.5% |
| Q1 2024 | $3,611,779 | +10.4% | 59,161 | +0.7% | 0.06% | 0.0% |
| Q4 2023 | $3,270,668 | +11.8% | 58,751 | +0.2% | 0.06% | +3.8% |
| Q3 2023 | $2,924,251 | -5.2% | 58,661 | -1.6% | 0.05% | -1.9% |
| Q2 2023 | $3,083,440 | +8.1% | 59,641 | +0.1% | 0.05% | +1.9% |
| Q1 2023 | $2,851,668 | +115.0% | 59,596 | +101.4% | 0.05% | +103.8% |
| Q4 2022 | $1,326,062 | +6.0% | 29,593 | -0.7% | 0.03% | -3.7% |
| Q3 2022 | $1,251,000 | -5.0% | 29,798 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $1,317,000 | -17.2% | 29,798 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $1,591,000 | -11.8% | 29,798 | +86.8% | 0.03% | -3.3% |
| Q4 2021 | $1,803,000 | +83.2% | 15,954 | +68.3% | 0.03% | +66.7% |
| Q3 2021 | $984,000 | -0.4% | 9,479 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $988,000 | +7.7% | 9,479 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $917,000 | -7.6% | 9,479 | -13.1% | 0.02% | -9.5% |
| Q4 2020 | $992,000 | +6.6% | 10,913 | -6.6% | 0.02% | -4.5% |
| Q3 2020 | $931,000 | -29.6% | 11,690 | -35.1% | 0.02% | -33.3% |
| Q2 2020 | $1,323,000 | +20.4% | 18,011 | -1.0% | 0.03% | +3.1% |
| Q1 2020 | $1,099,000 | – | 18,186 | – | 0.03% | – |
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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% |