SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,212 | +3.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $55,556 | +9.7% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $50,660 | +11.7% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $45,364 | -3.6% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,047 | +8.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,544 | +6.8% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,777 | +7.3% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -3.9% | 910 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 455 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $47,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +370.0% | 455 | +172.5% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -23.1% | 167 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +85.7% | 167 | +59.0% | 0.00% | – |
| Q3 2019 | $7,000 | -85.4% | 105 | -84.4% | 0.00% | -100.0% |
| Q2 2019 | $48,000 | – | 675 | – | 0.00% | – |
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% |