PINNACLE FINANCIAL PARTNERS INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
PINNACLE FINANCIAL PARTNERS INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$216,848
-3.6%
4,3500.0%0.01%0.0%
Q2 2023$224,895
+8.0%
4,3500.0%0.01%0.0%
Q1 2023$208,148
+6.8%
4,3500.0%0.01%0.0%
Q4 2022$194,924
+6.5%
4,3500.0%0.01%
-14.3%
Q3 2022$183,000
-4.7%
4,3500.0%0.01%0.0%
Q2 2022$192,000
-14.3%
4,350
+3.7%
0.01%0.0%
Q1 2022$224,000
-5.5%
4,196
+100.0%
0.01%0.0%
Q4 2021$237,000
+8.7%
2,0980.0%0.01%
-12.5%
Q3 2021$218,000
-0.5%
2,0980.0%0.01%
-11.1%
Q2 2021$219,000
+14.7%
2,0980.0%0.01%0.0%
Q1 2021$191,000
+14.4%
2,0980.0%0.01%
+12.5%
Q4 2020$167,0000.0%2,0980.0%0.01%
-11.1%
Q3 2020$167,000
+8.4%
2,0980.0%0.01%0.0%
Q2 2020$154,000
+21.3%
2,0980.0%0.01%0.0%
Q1 2020$127,000
-21.1%
2,0980.0%0.01%
-10.0%
Q4 2019$161,000
+12.6%
2,0980.0%0.01%
-16.7%
Q1 2019$143,0002,0980.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders