REGENTATLANTIC CAPITAL LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.

Quarter-by-quarter ownership
REGENTATLANTIC CAPITAL LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2017$547,000
-27.8%
9,591
-31.5%
0.05%
-31.1%
Q4 2016$758,000
+3.6%
13,9990.0%0.07%
-2.6%
Q3 2016$732,000
-98.5%
13,999
+1299.9%
0.08%
+1800.0%
Q4 2014$50,170,0001,0000.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2015
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,139,628$87,615,00049.66%
HT Partners LLC 1,337,239$102,807,00041.05%
Evensky & Katz LLC 2,667,314$205,063,00028.49%
AGILIS PARTNERS LLC 689,512$53,010,00028.27%
Strid Group, LLC 1,110,065$85,342,00027.11%
SYM FINANCIAL Corp 400,827$30,816,00020.36%
WT Wealth Management 334,605$25,724,00019.55%
Retirement Planning Group, LLC 1,232,004$94,716,00018.86%
Gainplan LLC 456,631$35,106,00018.48%
Summit Financial Strategies, Inc. 481,314$37,003,00018.10%
View complete list of SCHWAB STRATEGIC TR shareholders