PINNACLE FINANCIAL PARTNERS INC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.

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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$143,000–2,098–0.01%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders