Smithfield Trust Co - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.

Quarter-by-quarter ownership
Smithfield Trust Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2018$54,000
+3.8%
8200.0%0.01%0.0%
Q1 2018$52,000
-1.9%
8200.0%0.01%0.0%
Q4 2017$53,000
+6.0%
8200.0%0.01%
-14.3%
Q3 2017$50,000
+4.2%
8200.0%0.01%0.0%
Q2 2017$48,000
-56.4%
820
-57.3%
0.01%
-58.8%
Q1 2017$110,000
+5.8%
1,9200.0%0.02%0.0%
Q4 2016$104,000
+100.0%
1,920
+94.9%
0.02%
+88.9%
Q3 2016$52,000
+4.0%
9850.0%0.01%0.0%
Q2 2016$50,000
+2.0%
9850.0%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%
8350.0%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$73,0000.0%1,5350.0%0.02%
+7.1%
Q2 2014$73,000
+4.3%
1,5350.0%0.01%0.0%
Q1 2014$70,000
+1.4%
1,5350.0%0.01%0.0%
Q4 2013$69,000
+81.6%
1,535
+64.2%
0.01%
+55.6%
Q3 2013$38,000
+5.6%
9350.0%0.01%0.0%
Q2 2013$36,0009350.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2018
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders