SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.78 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,063,000 | +3.7% | 83,119 | -0.5% | 1.19% | +2.4% |
| Q2 2017 | $4,883,000 | +5.5% | 83,524 | +2.9% | 1.16% | +5.6% |
| Q1 2017 | $4,630,000 | +23.6% | 81,137 | +17.3% | 1.10% | +18.4% |
| Q4 2016 | $3,747,000 | +1.9% | 69,152 | -1.6% | 0.93% | +2.0% |
| Q3 2016 | $3,677,000 | +11.2% | 70,271 | +6.9% | 0.91% | +12.0% |
| Q2 2016 | $3,308,000 | +4.9% | 65,757 | +2.8% | 0.82% | +1.0% |
| Q1 2016 | $3,152,000 | -20.2% | 63,969 | -20.6% | 0.81% | -17.8% |
| Q4 2015 | $3,952,000 | +1.6% | 80,590 | -3.9% | 0.98% | -2.5% |
| Q3 2015 | $3,891,000 | -1.1% | 83,903 | +7.1% | 1.01% | +10.3% |
| Q2 2015 | $3,935,000 | -1.5% | 78,344 | -1.0% | 0.91% | +0.2% |
| Q1 2015 | $3,996,000 | +5.8% | 79,162 | +4.4% | 0.91% | +4.1% |
| Q4 2014 | $3,776,000 | +59.8% | 75,796 | +52.5% | 0.88% | +52.4% |
| Q3 2014 | $2,363,000 | +6.9% | 49,698 | +7.3% | 0.57% | +8.1% |
| Q2 2014 | $2,211,000 | +4.0% | 46,326 | -0.4% | 0.53% | +0.4% |
| Q1 2014 | $2,126,000 | +25.2% | 46,508 | +23.3% | 0.53% | +22.7% |
| Q4 2013 | $1,698,000 | +331.0% | 37,720 | +293.4% | 0.43% | +288.3% |
| Q3 2013 | $394,000 | +46.5% | 9,587 | +38.8% | 0.11% | +38.8% |
| Q2 2013 | $269,000 | – | 6,909 | – | 0.08% | – |
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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% |