SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $19,018,000 | +4.5% | 288,200 | +1.0% | 3.31% | +8.0% |
| Q1 2018 | $18,204,000 | +2.2% | 285,370 | +3.4% | 3.06% | +5.2% |
| Q4 2017 | $17,806,000 | +11.6% | 275,970 | +5.3% | 2.91% | +2.5% |
| Q3 2017 | $15,960,000 | +7.8% | 262,020 | +3.5% | 2.84% | +6.7% |
| Q2 2017 | $14,805,000 | +9.5% | 253,255 | +6.8% | 2.66% | +8.1% |
| Q1 2017 | $13,526,000 | +67.5% | 237,050 | +59.1% | 2.46% | +52.8% |
| Q4 2016 | $8,075,000 | +27.1% | 149,035 | +22.7% | 1.61% | +22.0% |
| Q3 2016 | $6,353,000 | +9.3% | 121,425 | +5.1% | 1.32% | +9.6% |
| Q2 2016 | $5,810,000 | +15.9% | 115,515 | +13.6% | 1.21% | +11.5% |
| Q1 2016 | $5,011,000 | +16.0% | 101,690 | +15.5% | 1.08% | +11.9% |
| Q4 2015 | $4,318,000 | +33.1% | 88,045 | +25.9% | 0.97% | +21.5% |
| Q3 2015 | $3,244,000 | +7.0% | 69,935 | +15.9% | 0.80% | +17.6% |
| Q2 2015 | $3,031,000 | +92.9% | 60,350 | +93.9% | 0.68% | +92.3% |
| Q1 2015 | $1,571,000 | +182.6% | 31,120 | +179.0% | 0.35% | +186.2% |
| Q4 2014 | $556,000 | +239.0% | 11,155 | +178.9% | 0.12% | +161.7% |
| Q3 2013 | $164,000 | +5.1% | 4,000 | 0.0% | 0.05% | +2.2% |
| Q2 2013 | $156,000 | – | 4,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
| HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
| Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
| AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
| Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
| SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
| WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
| Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
| Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
| Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |