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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $108,304,345,000 | +85573.0% | 2,579,289 | +144803.9% | 0.06% | – |
| Q3 2019 | $126,416,000 | +0.7% | 1,780 | 0.0% | 0.00% | – |
| Q2 2019 | $125,543,000 | +155.9% | 1,780 | +146.9% | 0.00% | – |
| Q1 2019 | $49,064,000 | +13.5% | 721 | 0.0% | 0.00% | – |
| Q4 2018 | $43,210,000 | -64.0% | 721 | -57.7% | 0.00% | – |
| Q3 2018 | $120,015,000 | +6.7% | 1,705 | 0.0% | 0.00% | – |
| Q2 2018 | $112,513,000 | +3.4% | 1,705 | 0.0% | 0.00% | – |
| Q1 2018 | $108,762,000 | – | 1,705 | – | 0.00% | – |
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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% |