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 2015 | $24,797,000 | -8.7% | 534,653 | -1.1% | 3.34% | -1.6% |
| Q2 2015 | $27,150,000 | -14.4% | 540,511 | -13.9% | 3.39% | -12.3% |
| Q1 2015 | $31,703,000 | -39.4% | 628,039 | -40.2% | 3.87% | -39.2% |
| Q4 2014 | $52,322,000 | +108.2% | 1,050,225 | +98.7% | 6.36% | +98.5% |
| Q3 2014 | $25,130,000 | -1.3% | 528,499 | +98869.9% | 3.21% | +0.2% |
| Q2 2014 | $25,466,000 | +1.1% | 534 | -3.1% | 3.20% | -7.8% |
| Q1 2014 | $25,185,000 | +0.8% | 551 | -0.7% | 3.47% | -0.7% |
| Q4 2013 | $24,990,000 | +205.5% | 555 | +178.9% | 3.50% | +176.9% |
| Q3 2013 | $8,179,000 | +0.1% | 199 | -5.2% | 1.26% | -3.8% |
| Q2 2013 | $8,168,000 | – | 210 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,129,226 | $80,198,000 | 49.00% |
| HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
| AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
| Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
| Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
| Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
| SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
| Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
| Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |