SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $54,000 | +3.8% | 820 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $52,000 | -1.9% | 820 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $53,000 | +6.0% | 820 | 0.0% | 0.01% | -14.3% |
Q3 2017 | $50,000 | +4.2% | 820 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $48,000 | -56.4% | 820 | -57.3% | 0.01% | -58.8% |
Q1 2017 | $110,000 | +5.8% | 1,920 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $104,000 | +100.0% | 1,920 | +94.9% | 0.02% | +88.9% |
Q3 2016 | $52,000 | +4.0% | 985 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $50,000 | +2.0% | 985 | 0.0% | 0.01% | -10.0% |
Q1 2016 | $49,000 | -49.5% | 985 | -50.4% | 0.01% | -50.0% |
Q4 2015 | $97,000 | +148.7% | 1,985 | +137.7% | 0.02% | +150.0% |
Q3 2015 | $39,000 | -7.1% | 835 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $42,000 | -57.1% | 835 | -56.8% | 0.01% | -57.9% |
Q1 2015 | $98,000 | -45.3% | 1,935 | -46.0% | 0.02% | -48.6% |
Q4 2014 | $179,000 | +145.2% | 3,585 | +133.6% | 0.04% | +146.7% |
Q3 2014 | $73,000 | 0.0% | 1,535 | 0.0% | 0.02% | +7.1% |
Q2 2014 | $73,000 | +4.3% | 1,535 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $70,000 | +1.4% | 1,535 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $69,000 | +81.6% | 1,535 | +64.2% | 0.01% | +55.6% |
Q3 2013 | $38,000 | +5.6% | 935 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $36,000 | – | 935 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |