SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,974,000 | +12.7% | 42,257 | +5.6% | 0.02% | -8.3% |
| Q2 2018 | $2,640,000 | +13.5% | 39,999 | +11.0% | 0.02% | +9.1% |
| Q4 2017 | $2,325,000 | -31.6% | 36,038 | -35.4% | 0.02% | -26.7% |
| Q3 2017 | $3,400,000 | -60.6% | 55,819 | -63.1% | 0.03% | -60.5% |
| Q1 2017 | $8,628,000 | +422.3% | 151,218 | +396.0% | 0.08% | +442.9% |
| Q4 2016 | $1,652,000 | +21.0% | 30,489 | +12.4% | 0.01% | +40.0% |
| Q2 2016 | $1,365,000 | -8.6% | 27,130 | -13.7% | 0.01% | +11.1% |
| Q3 2014 | $1,494,000 | -16.4% | 31,420 | -20.9% | 0.01% | +28.6% |
| Q4 2013 | $1,788,000 | – | 39,722 | – | 0.01% | – |
Download | ||||||
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% |