SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $373,000 | -70.1% | 5,484 | -73.7% | 0.06% | -72.9% |
| Q4 2018 | $1,249,000 | -1.5% | 20,833 | +15.6% | 0.21% | +18.9% |
| Q3 2018 | $1,268,000 | +498.1% | 18,015 | +460.7% | 0.18% | +480.6% |
| Q2 2018 | $212,000 | -29.3% | 3,213 | -44.0% | 0.03% | -38.0% |
| Q3 2016 | $300,000 | +2.4% | 5,736 | -1.6% | 0.05% | -2.0% |
| Q2 2016 | $293,000 | -10.7% | 5,828 | -12.5% | 0.05% | -17.7% |
| Q1 2016 | $328,000 | +58.5% | 6,659 | +57.7% | 0.06% | +55.0% |
| Q4 2015 | $207,000 | -85.9% | 4,222 | -86.3% | 0.04% | -88.1% |
| Q3 2014 | $1,466,000 | -0.7% | 30,847 | -0.4% | 0.34% | -2.6% |
| Q2 2014 | $1,477,000 | +39.2% | 30,959 | +33.4% | 0.34% | +29.8% |
| Q1 2014 | $1,061,000 | +3.7% | 23,209 | +2.1% | 0.26% | +22.1% |
| Q4 2013 | $1,023,000 | -44.9% | 22,729 | -49.7% | 0.22% | +2.4% |
| Q3 2013 | $1,856,000 | +99.6% | 45,170 | +89.1% | 0.21% | -12.8% |
| Q2 2013 | $930,000 | – | 23,891 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |